I am a dedicated Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional. With decades of experience, I specialize in personalized, goal-based wealth planning and strategic wealth management.

My approach focuses on creating tailored solutions that align with your financial goals and aspirations. I provide insightful investment recommendations and ongoing management to support your vision for the future.

Education is vital to my practice. I've earned my CFP™ certification, completed retirement planning at Wharton, and studied asset allocation at Harvard. I hold a Bachelor of Science in Finance from San Diego State University, ensuring I offer the most relevant solutions.

I value building strong client relationships based on respect, transparency, and open communication. I guide you confidently through financial challenges by understanding your values and concerns.

Outside of work, I enjoy traveling, surfing, golfing, and spending time with my family. These activities keep me balanced and inspired.