LEADERSHIP

For 14+ years as a Financial Advisor – helping individuals and families reach their retirement and financial goals – my passion has been educating and informing clients on industry-leading services and products available to best utilize funds to achieve important and necessary monetary goals for their future. I have built my career solely in the financial services industry, and have worked for several Fortune 500 companies, in addition to boutique, registered investment advisors located in Newport Beach and Irvine, CA.

As a Financial Advisor and son of a small business owner, I know how important it is to try and provide yourself and your family with a comfortable retirement, while not sacrificing the financial health of today. I work with the top TAMP’s firms in the industry to craft a plan that is right for you and your personal needs.

I work to determine financial objectives, risk tolerance, income vs. expenses and assets, while offering strategic and current portfolio management. A financial plan isn’t only for the wealthy, and no matter how much money you have, I can work with you in creating a financial plan that will set you up for success.