PROFESSIONAL EXPERIENCE: Even as an undergrad student, I had a strong affinity towards investing. In trying to increase my financial knowledge base, I was led to become a CERTIFIED FINANCIAL PLANNER™ Professional. I love the problem-solving aspect of the job. It is similar to solving a puzzle since a large portion of the client relationship is understanding “who” is truly sitting across from you – who they are, what they value, and why. From there, the planning aspect of the job involves fitting all those pieces together into a comprehensive plan. Whether that be planning for retirement or a child’s future college, I love being able to piece together multiple scenarios and help my clients chart the best way forward.
My parents were major influencers in my decision to become a financial professional. They both worked highly stable jobs for 30+ year and retired with large pensions. My parents were excellent at budgeting, saving, and living below their means and taught me that the perception of wealth can be far different than reality. I started my career in 2003 at Northwestern Mutual in Newport Beach, CA where I learned that “who” the client is comes first, before the investment or the other financial pieces.
I attended Mt. San Antonio College, Azusa Pacific University, and became a CERTIFIED FINANCIAL PLANNER™ Professional in 2008, an M.S. in 2013, and earned the CFA® certification in 2018. I am an active member of the Accounting and Management Department Advisory Committee and the Financial Advisors Network.
- Chartered Financial Analyst® (CFA) charterholder – 2018
- Master's Science-Securities Analysis of Portfolio Management, Creighton University – 2013
- CERTIFIED FINANCIAL PLANNER™ professional – 2009
- Certificate in Personal Financial Planning – Accelerated Program, UCLA Extension – 2008
- BA Business Administration-Azusa Pacific University – 2002
Insurance License # 0D92748
ABOUT ME: I was born and raised in southern California. I've been married to my beautiful wife Alysa since 2013. We have two wonderful kids, our daughter Kadyn is 4 years old, and our son Robinson is 2 years old and we live in north Orange County. When I'm not at the office, I am an adjunct Professor of Finance at Azusa Pacific University and a professor for the Student Investment Fund and the CFA Research Challenge.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.