Growing up in Southern California, I have watched my parents build a successful small business which took them almost a lifetime. They lacked the resources to learn about the concepts and tools to help them retire sooner. Working with individuals, families, and business owners, it is my goal to guide you with the knowledge and confidence in the tools and behaviors that will build and protect your wealth. Having a well-defined financial strategy can help provide you the opportunity to increase your most valuable commodity, your time. The time to spend with your family and friends, traveling, and doing the things you enjoy most.
When I meet my clients for the first time and ask about their financial goals, the most common reply is “make more money”. My role as your financial advisor is to help you define why and the purpose. By knowing this, it helps me to better understand your values and helps us to construct a road map for our financial journey. Life events may change your goals and purpose, and that is okay. We will adjust and make changes along the way, as necessary.
I believe everyone deserves feeling a sense of security when it comes to their finances. With 10 years of experience between JPMorgan Chase and Morgan Stanley, I joined Tax & Financial Group (TFG) in 2021. I have seen and been through various market conditions and know how market volatility can affect your savings and retirement. I made the transition due to our commitment to service and direct accessibility to CPAs, attorneys, and CFA investment partners at TFG for my clients.
As a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC, member FINRA/SIPC., I provide services in:
• Retirement Planning, including Retirement Income Planning, if applicable
• Investment Strategies and Management
• Estate Planning and Legacy Planning
• Optimized Tax Strategies
• Tax Efficient Investment
• Risk Management: Long Term Care, Disability and Life Insurance analysis
• College Funding for children and grandchildren
• Comprehensive Financial Planning – Personal and business
When I am not in the office, I enjoy spending time with my wife, daughter, and our rambunctious, but adorable, whippetbeagle at the beach or trying new restaurants in San Diego. I am also an avid angler, and occasionally you can find me on a local sport-fishing boat chasing tuna. My other hobbies include golfing and hiking in the Sierras.