I am a Financial Advisor with a passion for serving high net worth individuals and families. My comprehensive planning approach helps satisfy the current needs of my clients while guiding them through retirement. I focus in legacy planning for multi-generational wealth and provide personalized advice specific to each client’s situation. My clients tend to have busy lives and sophisticated estate planning needs. I meet with them regularly to help ensure they are on track to achieve their financial goals.
I attended Cal State University of Long Beach where I majored in Political Science before making the decision to follow my true passion in the financial services industry. My career began in the year 2000 and over the last 17 years I have serviced my clients as a Financial Advisor and Portfolio Manager.
In my free time, I enjoy spending time with my wife Annie and our three children, Lauren, A.J., and Vianni. We enjoy watching A.J. compete in baseball, Vianni in dance and our new hobby of rooting for the University of Alabama where Lauren recently graduated with her degree in Finance. Roll Tide!!!
I am also passionate about volunteering at St. Gregory the Great Parish in Whittier, CA as well as the Susan G. Komen Foundation where I help raise awareness about breast cancer.
Securities Agent: WA, MO, OH, MT, AZ, CO, CA, AK, ID, FL, UT, NV, AR, NE, NC, MD, DC, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2482016
CA Insurance License #: 0F11292