CERTIFIED FINANCIAL PLANNER® certification
What is your role in the firm?
Managing Partner
What is your educational background?
I am an alumnus of San Diego State University, where I received a BS in Financial Services as well as a certificate in Personal Financial Planning. Following college, I worked to become an Enrolled Agent (EA), which qualifies me to represent taxpayers before the Internal Revenue Service, including the preparation of income tax returns, audits, and appeals. Additionally, I maintain a life insurance license with the California Department of Insurance (CA Insurance Lic. #0C70701) and a Real Estate license with the California Department of Real Estate.
Why do you do what you do?
I love to help people. Making a measurable impact that improves peace of mind and well-being in others keeps me motivated.
What do you feel most grateful for in life?
Being able to spend time with my family and having my health is what I’m most grateful for in life. Helping clients over the years has taught me that one of the most precious commodities we have is the gift of time. Creating memorable experiences with my family is very important to me and something that I appreciate.
What is your greatest passion?
I’m a surfing enthusiast and have a passion for an active outdoor lifestyle.
