AAMS™, CMFC™, CRPC™, Certificate in Blockchain and Digital Assets℠Request an appointment
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™
Certificate in Blockchain and Digital Assets℠
Associate of Arts, Diablo Valley College
Visit one of our Locations
Los Angeles V - Orange County
600 Anton Blvd.
Costa Mesa, CA 92626
San Diego I - San Diego
3570 Carmel Mountain Road
San Diego, CA 92130
Working with us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.