My Story
Personal finance and investing have always been interesting to me. As far as I can remember, I’ve enjoyed reading about financial concepts and will continue to do so to best serve my clients.
I was drawn to K2 Financial Partners due to their core values of constant pursuit of personal and professional development as well as taking a team approach to helping clients with their life goals.
My mission is to guide and educate my clients through their individual financial goals and aspirations.
My Qualifications
- CERTIFIED FINANCIAL PLANNER® Professional
- BS Business Administration – California State University, Northridge
- Series 6, 63, 65
- Registered Representative
- Investment Advisor Representative
CA Insurance License # 0M93678
About Me
I enjoy spending my free time with my lovely wife and our 2 boys. We can be found playing catch, basketball, or riding our bicycles at the local park. I also enjoy snowboarding during the winter months and hanging out at the beach in the summer.