With over two decades of experience, I specialize in providing personalized financial guidance to busy professionals and business owners. My mission is to empower individuals and families to achieve financial confidence by offering holistic strategies that prioritize protection, growth, and wealth accumulation.
As a fourth-generation San Diegan, I bring a deep understanding of our community's needs and values to my work. I believe in challenging traditional financial models and providing tailored solutions that meet the unique circumstances of each client.
Central to my approach is the concept of becoming a "World Class Saver,"1 emphasizing strategic saving and maximizing cash flow to build robust financial foundations. Beyond financial planning, I am committed to giving back to our community through volunteer work and charitable donations.
I look forward to helping build a brighter financial future for you, your family, and our community.
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 #0D97541 l 8816501.1 Exp.03/28