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I chose this field directly out of college after taking every possible Finance course my college had to offer. Realizing I could not get enough, I decided immediately after graduation that I needed to enroll in the CERTIFIED FINANCIAL PLANNER™ practitioner program at UC Irvine and jump right in. Following the program, I started working at a small investment firm in Fullerton, where I first learned about the comprehensive approach to financial planning and how to best put the client’s interest ahead of everything else. A short while later, I ventured out of state to the corporate side and worked with several large financial services firms such as, Vanguard and USAA, in various capacities, most recently as an advisor.
I chose K2 because of their values and ability to always put the client first. Everything about K2, who they were and what they provided, aligned with what I wanted to do and how I wanted to serve my clients.
My mission is to help clients make smarter, more informed decisions with their money and being able to educate them on the best options that most align with their goals.
- CERTIFIED FINANCIAL PLANNER™ Professional – 2016
- Series 7/63/65 registered
- B.S. Business Administration, Emphasis in Management – Biola University 2012
CA Insurance License # 0K76973
As a SmartVestor Pro, I can provide you with advice similar to Dave Ramsey. I believe that comprehensive financial planning is about building wealth through a process, not a product. We will work together to formulate a plan that provides not only a direction, but also an integrated strategy to help you create a better overall financial situation.
Born and raised in Southern California, I grew up in Mission Viejo and was married to my beautiful wife Kristin in 2019. She’s a Clinical Care Counselor for Newport Academy, a teen rehabilitation treatment program, and where she is currently pursuing her Masters in Social Work. We live in Costa Mesa, and when I’m not at the office, I enjoy surfing, triathlons, reading, and mastering the three-day weekend road trip with my wife.
Dave Ramsey and SmartVestor Pro are not affiliated with Lincoln Investment.