What do you enjoy most about wealth management?
The variety of individuals and situations that I come across. No two clients are the same, and developing a custom fit plan based on everything they have going on in their world is very interesting to me.
What is the biggest challenge?
Helping clients to maintain the plan during market swings. It’s natural for individuals to want to deviate from the plan to chase returns, or try to avoid risk when there is volatility involved, but staying on course and sticking to a strategy that is custom tailored to their situation is what provides the most value for them in the end.
What do you love most about being a part of the firm?
I love not only the fact that we are independent and able to give the best advice/recommendations to our clients, but also the team approach our office has to building out our clients' financial plans and building client relationships.
What quality of yours makes you best suited to do what you do?
I truly care for my clients. I find it rewarding not only to help clients put a plan in place to achieve their financial goals, but also to be there to celebrate with them when they get to the finish line.
What do you love to do outside of work?
I love to spend time with my wife at the beach with our dog Charlie. I love to fish (I don’t discriminate from offshore, surf, in the bay, lakes, etc). I also have coached competitive soccer for the past 8 years - with the last 5 years at Albion Soccer Club located here in San Diego.
What’s the most influential book you’ve read?
"A Million Miles in a Thousand Years" by Donald Miller and "Love Does" by Bob Goff
Education and accreditations:
– Bachelor’s of Science in Business Administration, Point Loma Nazarene University
– Series 7
– Series 66
– CA Life and Health Insurance
Check the background of this firm on FINRA’s BrokerCheck
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