After years working in the professional sports business, I found my true calling in financial services. I love that I can make a tangible difference in my clients’ lives while utilizing the skills that I have spent many years crafting.
My accreditations and certifications include:
- CFP® certification
- UCLA Economics: BA degree with honors
- Chartered Retirement Planning Counselor™ (CRPC™) certification
- Accredited Asset Management Specialist™ (AAMS®) certification
- Series 7 held through LPL Financial
- Series 66 held through Perennial Investment Advisors
- Securities Industry Exam CA
- NM Life Insurance
I enjoy using the knowledge behind these accomplishments to help clients navigate real-life situations, always with the same authenticity and transparency I would want if I were in their position. I’m honored to serve a diverse group of clients, including my parents, in-laws, childhood and college friends, and former colleagues, and I aim to provide each of them with the same level of personal attention.
Outside work, I am a dedicated father and husband. My wife and I are constantly entertained (and challenged) by our young son and daughter, crazy dog, and wacky cat. I grew up locally, as did my wife, and we love spending time outdoors exploring with our families and friends. Amongst fledging hobbies like woodworking, I am also a lifelong soccer fanatic and avid reader.
I'd love to hear about your financial goals and challenges in a complimentary consultation.