I work with clients to provide comprehensive investment planning through a structured process. For more than 37 years, I have helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in financial markets, I have dedicated myself to delivering the personalized investment planning services my clients deserve.

After spending much of my youth in Los Angeles, I began my professional career at Shearson Lehman Hutton/Smith Barney working as a financial advisor. I then transitioned to Merrill Lynch, as a branch manager and financial advisor. After years of experience with large brokerage firms, I decided to start my own company, Cherubin Asset Management, in 2006.

Through my relationships with estate planning attorneys, professional money managers, and insurance professionals, my goal is to take a team approach to providing personalized investment advice for individuals, families, and small businesses.

Away from the office, I spend much of my free time enjoying various outdoor activities such as hiking fourteeners, mushroom hunting, playing chess, rummikub, and participating in collector car shows.

CA Insurance License # 0B20698, Resident State CO