As your Financial Advisor, I work with you to develop a customized strategy that can help provide you financial confidence. My goal is to create a lasting, meaningful relationship by understanding your specific needs, offering ongoing financial education, and continually working to keep your trust. Your journey with me begins with a four-step process:
- Discovery - This step involves understanding your current financial situation and future goals. We spend our time during your initial meeting assessing your existing situation and digging deeper into the topics that matter most to you:
- Do my investments align with my risk tolerance?
- Am I on track to reach my goals?
- What motivates me? What am I most passionate about?
- Analysis and Recommendations - We will run an in-depth analysis of your situation and discuss strategies that align with your family and life priorities.
- Implementation - Once you are confident with the recommendations, we work together to implement your plan.
- Ongoing Reviews and Adjustments - We will meet on a regular basis to discuss your strategy. Life happens…as your life changes and evolves, adjustments to your plan does too.
I hold designations as a Retirement Income Certified Professional (RICP) from the American College of Financial Services and Accredited Investment Fiduciary (AIF). I use the principles within these designations as the foundation to working and creating a plan with you.
As a Bay Area native, I root for our local professional sports teams. I have great memories of going to San Francisco Giants games with my grandparents as a child, going to Warriors games with my parents during the team’s championship run, and attending 49er games with my dad. I enjoy taking advantage of the amenities in our community such as supporting local businesses, restaurants, arts and attractions. I attended Stuart Hall for Boys Elementary School, Sacred Heart Cathedral College Preparatory, and the University of San Francisco.
In 2016 I married my wife, Mabel and we welcomed our son, Grayson in 2018. In 2019, I received my blue belt in Brazilian Jiu Jitsu. Some things that I would like to point out that I don’t excel in: cooking, handy things (sometimes when putting things together, I do the job twice), mechanic work…I just don’t have the skills to take apart an engine and put it back together. My biggest fear: rodents. Please, no fake rats in the office. That prank was pulled once and did not end well for my laptop. Feel free to ask me about the fake rat story at your next office visit!