AAMS™, CMFC™, CRPC™, CBDA℠
Here to act in your best interests
I’ve been a financial planner since 2001. My favorite part is partnering with my clients to help them piece together their financial picture and put them on a path that will enable them to achieve their life goals. My time away from work is spent with my family and doing things we love like hiking, playing racquetball and skateboarding.
Accredited Asset Management Specialist™
Chartered Mutual Fund Counselor™
Chartered Retirement Planning Counselor™
Certified in Blockchain and Digital Assets℠
Associate of Arts, Diablo Valley College
Visit one of our Locations
San Diego I - San Diego
3570 Carmel Mountain Road
San Diego, CA 92130
Los Angeles V - Orange County
600 Anton Blvd.
Costa Mesa, CA 92626