"My fellow Americans, ask not what your country can do for you, ask what you can do for your country.” 
-J.F.K.

 

Educational Background: I have an interesting educational background having studied abroad in five different countries: Israel, Colombia, Spain, The Netherlands and France. My friends and family thought I was a travel major until I earned a B.S. in Finance from the University of Florida and an International Business Certificate from the Netherlands School of Business. I am trilingual in Spanish, French and English.


Financial Services Career: I began my career as a Financial Advisor with Smith Barney in Hallandale, where I developed my fundamental investment knowledge. I then joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 1996 and opened my own Wells Fargo Advisors Financial Network practice in 2010 as Managing Principal.

In 2008, I earned the Certified Financial Planner™ certification by completing an approved education program, passing rigorous examinations and meeting stringent experience requirements.


Away from the office: I am a long-term volunteer for Junior Achievement of South Florida having taught economics in five different high schools in Broward County over a period of more than thirteen years. I am a father to my daughter Emily and I live with my fiancée, Karen. We have eight pets that include dogs, cats and horses. We love to travel abroad (France is our favorite) and like to stay active. I am a life-long tennis player and more recently, an avid golfer. We also enjoy snowboarding, horse-back riding and surfing as a family traveling to Utah, Colorado and Costa Rica to pursue those interests.


Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications: Series 7, 65, 24
Insurance Licenses: Life insurance, Health/Disability Insurance, Fixed Annuities, Variable Annuities
Designations & Certifications: Certified Financial Planner™ (CFP®), Accredited Domestic Partnership Advisor (ADPA®)
Broker-Dealer Affiliation: Wells Fargo Advisors Financial Network



CA Insurance License 0D81881, Resident State Florida