I’m a wealth manager who is passionate about helping people accomplish their financial goals. In the course of my career I’ve seen many people make devastating financial decisions based off of the financial advice, products, and ideas peddled by insurance agencies, banks, and financial companies—advice that benefitted these companies and took advantage of the people who had placed their trust in them. My mission is to help prevent people from making poor financial decisions by cutting through the overwhelming noise regarding investments and investment strategies that claim to be the answer to people’s financial prayers, but all too often, do not. I’m here to help clients choose the investment strategies that meet the financial goals that best benefit them and their family.
I have been a wealth management professional since 2010. I focus on retirement planning for individuals and families, and company retirement plans, for small and medium sized companies. Working with individuals and families, the most gratifying part about my job is seeing my clients happy in retirement and watching them live out their dreams. With regard to company retirement plans, my goal is to maximize the value of the company plan by offering retirement planning guidance, improving plan design, enhancing fiduciary expertise, applying academic based investment advice, and helping employees and owners take advantage of the tax benefits of their company plan.
I am a FINRA Registered Representative and a NASAA Registered Investment Advisory Representative who holds my Series 66 and 7 licenses. I have an executive certificate in financial planning from San Francisco University and a Bachelor’s of Business Administration (BBA) from San Jose State University (2008).