Focus

I am dedicated to building lifelong relationships with a select number families by providing trusted advice and planning while adhering to high ethical and professional standards.

Background and experience

For more than 24 years I have been a student of the global markets. I began my career as a Financial Advisor with Wells Fargo Investments, which later became Wells Fargo Advisors.

During my 20-year career at Wells Fargo & Co., I have helped many families take a full balance sheet approach in planning to address their unique circumstances. I have worked to help families transition into retirement, pay children’s education, transfer their wealth to the next generation. Over the last two decades, I have guided clients through variety of challenging markets including the Global Financial Crisis, Taper Tantrum, Covid and many Bull and Bear Markets.

I have earned the CFP® certification by completing a comprehensive educational program, passing a rigorous examination, and meeting stringent experience requirements.

Prior to joining Wells Fargo & Co., I earned a Bachelor of Arts in Business Administration with a specialization in Finance from University of South Florida.

Away from the office

I enjoy playing ice hockey, golf, traveling, and spending quality time with my wife Kristina and my daughter Gisele.

CA Insurance # 0E76287

Focus

As a financial advisor, I work with a limited number of clients that are willing to take professional advice and are engaged in their own success. What I do for my clients is help them gain clarity and confidence to live by their own design. I aim to accomplish this by building a tailored investment plan designed to meet their needs while reducing risk to the point of success.

Where I specialize is in the area of investment management – which includes portfolio construction, review, and revision. Also, as an Investment Management Analyst® (CIMA) certificate holder, I’m held to high ethical and professional standards. I believe this expertise and accountability leads to better client outcomes.

Mission

My mission is to be your trusted advisor on major financial decisions. By having a financial professional in your life, I hope to help you achieve the lifestyle you desire and handle your accounts with care. Lastly, this practice strives to run on the core values of trust, integrity, and experience.

Background and Experience

Bringing over 8 years of experience, I have helped families construct goals-based investment plans and navigate global financial markets. Those investments have been guided through, expansions, Fed tightening/easing, COVID, inflation, bear markets, and corrections. Beginning my career with Franklin Templeton, I was the advisor to advisors across multiple financial institutions. Prior to Franklin, I graduated with a bachelor’s degree in finance from Bowling Green State University. In addition, I completed an executive education at Yale School of Management.

Away from the office

I spend my weekends hiking, camping, and volunteering for the Special Olympics of Northern California (SONC). My mornings working out at Crunch fitness and reading. Lastly, in the evenings, discovering new restaurants and keeping in touch with friends and family.

CA Insurance # 0M42622