I've worked as a Financial Planner for over 25 years earned my Bachelor of Science degree in Business Management Systems from Arizona State University on a Regents Grant Academic Scholarship.
I hold the Series 7 and 24 securities registrations through LPL Financial, the Series 65 through AK Financial Group. I also hold the designations of Certified Fund Specialist® (CFS®) and Certified in Long Term Care (CLTC®). As a member of The Society of Financial Awareness, a nonprofit 501(c)(3) organization we provide financial education in the community, a subject I take to heart. I often speak on financial literacy and college planning and advise parents and their children with financial aid.
I'm an Ambassador with the Irvine Chamber of Commerce and I chair the Financial Education Task Force. I'm also the VP of the Irvine Holistic Chamber of Commerce, member of the National Association of Insurance and Financial Advisors (NAIFA) and past president of the Orange County ASU Alumni Association all positions that I have treated with an enormous amount of passion. My main focus is on holistic financial planning and financial well-being and I'm a regularly featured guest on ESPN and NBC radio. I live in Tustin Legacy with my wife and two children.
By referral only
I'm responsible to on-board our clients with their eMoney accounts. It's something I find totally enjoyable.