I have over 20 years of experience as a financial advisor helping my clients achieve their financial goals. Having lived in sunny Southern California for all my life, I currently reside in Eastvale with my wife, Heather, and our (mostly mine) seven cats. That's right, seven cats! Don’t ask meow I do it. 
 
I’ve always had a passion for finance, and love nothing more than helping my clients navigate the complex world of investments and financial planning. Even with the extensive knowledge and understanding that 20+ years of experience brings, I went beyond having a general understanding and earned the impressive designations of CEPA, and LUTCF. These designations demonstrate a commitment to excellence and a dedication to providing the highest level of service to my clients. 
 

Despite my many professional achievements, I also like to think I have a sense of humor and a natural ability to connect with people on a personal level. People talk to me and laugh at me so it must be true. I believe that building strong relationships with my clients is the key to helping them achieve their financial goals, so I always make the time to get to know each person I work with. Whether you're just beginning your financial journey, looking to maximize and protect the wealth you’ve accumulated or need a plan on how to turn your assets into retirement income or a legacy, I have the expertise and the personal touch to help you succeed. 
 

When I’m not busy taking my clients to the next level, you’ll generally find me modeling financial strategies like Fantasy Football on Excel spreadsheets. Go Dolphins! When my eyes can’t do anymore, I’ll curl up with a few of my feline friends. They like Dolphins too. I also love to travel and explore new places. Whether it’s relaxing on the beaches of Hawaii, exploring the historic landmarks of Europe and America, or camping with my wife (because seven cats on a Jeep trail never ends well), I’m always looking for new adventures and experiences.