CERTIFIED FINANCIAL PLANNER™ certification
What is your role in the firm?
Managing Partner
What is your educational background?
I graduated Magna Cum Laude from San Diego State University with a Master’s degree in Finance and Tax Planning. Afterward, I became a Certified Financial Planner™ and continued to expand my education and expertise by becoming a licensed real estate broker and a member of the National Association of REALTORS®. I am also licensed to engage in the business of insurance in the State of California (CA Insurance Lic. #0E38312).
What’s the best advice you’ve ever received?
You must always give something of yourself first before you can expect to get anything in return. I truly believe that those who give first are rewarded the most.
Why do you do what you do?
I enjoy helping people make smart decisions about their money, and it is very satisfying when I see that the guidance we provide makes a real difference in helping them pursue their goals. Each day always brings a new experience, challenge, or adventure. We get to hear interesting life stories all the time and then connect as a team to provide strategies and solutions.
What do you feel most grateful for in life?
Family is the most important thing in my life. I have an amazing wife and three beautiful little girls that motivate me every day. I am so blessed and grateful to have them.
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