LEADERSHIP

There was a time when your word was your most valuable asset, and a handshake was the only contract you needed. In those days, a Luminary was a trusted guide; a steady, flickering light that helped travelers navigate through the fog and find their way home. I founded Luminary Wealth Advisors because I believe in the often impersonal, high-speed world of modern finance, that sense of true navigation and personal honor has been lost to algorithms and call centers.

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. 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.

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.

We aren’t just managing portfolios; we are practicing personal stewardship. As fee-only fiduciaries, our bond with you is both legal and moral. We have no hidden agendas, no corporate scripts, and no conflicting incentives. Our only benchmark for success is the clarity and peace of mind we bring to your life.

Whether you are planning for retirement or protecting a multi-generational legacy, we are here to be your steady light, and a partner you can count on, yesterday, today, and tomorrow.