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PROFESSIONAL EXPERIENCE: I love the ability to help clients make smarter decisions with their money and being able to educate them on the best option that most aligns with their goals. So much of our job is communication and interpersonal relationships, which is why it's imperative that we know who we're sitting across from and their unique set of goals and circumstances; no client is the same and our advice shouldn't be either. The client/advisor relationship is constantly evolving and in need of consistent dialogue and clear communication and expectations.
I chose this field directly out of college after taking all of the Finance courses my college had to offer. Immediately after college, I knew what I wanted to pursue and was driven to enroll in the CERTIFIED FINANCIAL PLANNER™ practitioner cadre at UC Irvine, where I graduated in 2012. I started my career back in 2013 at a small investment firm in Fullerton. It was here 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, Vanguard and USAA, in various capacities, most recently as an advisor.
I was introduced to Jon Krellwitz through a mutual friend/colleague back in 2016 while I was working for a large firm out in Scottsdale Arizona and contemplating moving back home to Southern California. I’ve been working at K2 since September 2017, 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. I also knew that I wanted a place where I could provide the very best service and offering to my clients without feeling limited. I absolutely love the tools, technology, and constant evolution K2 has and the innovative ways they're constantly trying to improve what they can offer our clients.
I proudly belong to my Alumni Association (Biola) and the Financial Planning Association (FPA). I've been lucky enough to have several mentors thus far in my career who have personally taken me under their wing at different times and taught me all about the industry. Through lunches, observations while shadowing client meetings, and early morning coffees, these advisors have shown me both the importance of the interpersonal and relationship building side and also the nuts and bolts of understanding how the markets work and always tying your recommendation back to what's in the very best interest for your client. That said, I owe a huge amount of thanks and gratitude to both Jon Krellwitz and Kevin Kurimoto for their patient, unique, and complementing style of teaching and advising that has allowed me to launch into my career. I earned my B.A. in Business Management from Biola in 2012 and became a CERTIFIED FINANCIAL PLANNER™ Professional in 2016. I am Series 7/63/65 registered and Life/Health licensed, and am currently studying for Level II of the Enrolled Agents (EA) taxation exam.
- CERTIFIED FINANCIAL PLANNER™ Professional – 2016
- B.S. Business Administration, Emphasis in Management – Biola University 2012
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.
Insurance License # 0K76973
ABOUT ME: I was born and raised in southern California, and married to my beautiful wife Kristin in 2019. She’s a Clinical Assessment Specialist for Newport Academy, a teen rehabilitation treatment program, and 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 weekend getaways with my wife.