With more than 10 years of experience in the financial services industry, I am committed to providing my clients with the highest level of professionalism and personal service. I specialize in comprehensive retirement and investment planning and believe a sound investment plan is critical in helping my clients achieve their financial life goals. Once I fully understand your goals, I will recommend an investment plan tailored to your needs.  

I take pride in serving my clients as what I like to call a financial gatekeeper, and can address a wide range of personal financial needs for my clients. I can also assist small business owners in helping choose the most appropriate retirement plan for their company.

Working with the extensive resources of Wells Fargo Advisors, I can help you manage your assets with a range of professionally managed accounts or traditional brokerage accounts depending on your needs. I offer my clients access to premier professional money managers and mutual funds. For those seeking reliable income, I can build custom fixed-income strategies.

I hold a Bachelor’s degree in Accounting from California State University Long Beach, and was a member of their Division I Men’s Water Polo Team.  I have also earned the Accredited Asset Management Specialist (AAMS®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

Prior to working as a Financial Advisor I spent two years participating in missionary work in Santiago Chile, where I developed a great love for the people and their culture. My wife and I live in Huntington Beach with our four beautiful children, Callie, Quinn, Cora, & Merrick. 

Resident State: CA

CA Insurance License Number: 0H01893

My Associate(s): Rosario Cabrera, Senior Registered Client Associate