My first year of college I took a securities analysis class and little did I know how much this one class would affect the rest of my life. After taking the class my interest in investments blossomed into my biggest passion. I was consumed with the idea of learning everything possible about investments and how they worked.
I originally began my career at LPL Financial working as an intern researching equity markets. From here, I transitioned over to J.P Morgan Chase, where I was working with clients very closely regarding their financial needs. However, I always knew I wanted to be a holistic financial planner and then Westpac Wealth Partners came along. I specialize in helping clients in the construction, engineering, biotech, and medical industry.
I am also a Certified Investment Management Analyst® (CIMA®). This certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors.
When I am not working closely with clients, I am spending time with my two little ones Alexander and Angel. These two boys mean the world to me and are the reason behind everything I do in life.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #4013800| 2022-135468 Exp. 03/24