Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

  • BS, Business Administration, California State University, Northridge

Professional associations

  • Financial Planning Association

Previous experience

  • Financial Advisor, CUSO Financial Services, L.P., Glendale CA, 2016 - 2021
  • Financial Advisor, LPL Financial LLC, Glendale, CA, 2014 - 2016
  • Financial Advisor, Wescom Financial Services, Thousand Oaks, CA, 2011 - 2014
  • Financial Advisor, Chase Investments (JP Morgan Chase), Tarzana, CA, 2009 - 2011
  • Financial Advisor, WAMU Investments, Northridge, CA, 2007 - 2009

Community participation

  • volunteer soccer coach AYSO Simi Valley

Interests

  • spending time with family and my beautiful wife
  • showing my daughters how to navigate life
  • creating new BBQ recipes
  • playing competitive soccer
  • playing chess
  • reading autobiographies
  • mountain biking
  • listening to classical music
  • improving my memory

My photos

1 albums
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