I’m an independent, fiduciary financial advisor with over 10 years of experience helping individuals, families, and business owners build clear, confident financial plans. My approach is rooted in education, transparency, and strategies tailored to each client’s goals.
Before becoming a financial advisor, I served in the United States Air Force, studied Chinese Mandarin at the Defense Language Institute, and worked as a Chinese Cryptologic Language Analyst for the Department of Defense at Fort Meade. After completing my degrees in Sociology and Political Science (International Relations) from Mt. San Antonio College and UCLA, I discovered a passion for financial planning and turned it into a dedicated career.
I provide comprehensive planning, including retirement income strategies, disciplined investment management, tax-efficient planning, insurance solutions, estate coordination, and guidance for small business and self-employed clients. I serve clients throughout Southern California and am licensed in multiple states.
Outside of work, I enjoy golfing, snowboarding, working out, reading, and spending time with my family. I live with my wife, Mercedes, our two boys, Caleb and Aiden, and our daughter, Daphne.