I have more than 25 years of experience in the financial services industry. My focus is on helping business owners and families protect and grow their most valuable assets through long-term financial planning. I specialize in implementing and managing comprehensive, tax advantaged investment plans. My clients breathe easier knowing they are well-positioned to reach their goals.
As an Accredited Investment Fiduciary® (AIF®) , I help my clients fulfill their fiduciary obligations. I have a master’s degree in business administration from the University of Southern California, as well as a bachelor of arts degree in business/ economics from the University of California, Santa Barbara. I began my career in New York City in the financial services industry and have also worked on the floor of the Pacific Stock Exchange. My education and experience bring a strong depth of knowledge to my practice.
I enthusiastically serve in both my church and community. Past Board Member Big Brothers Big Sisters of Orange County and past Ambassador Chair for the Fullerton Chamber of Commerce.
My wife, Wanda, and I reside in Orange County, CA with our two children. We enjoy traveling and the outdoors. When I am not watching the kids play sports, I like to do research and ride mountains bikes.
CA Insurance Lic. #0D76213