I have spent my entire professional career working with clients as they approach and enter retirement, with the goal of making their financial lives as stress-free as possible. Since I was a senior in high school, I knew I would be a financial advisor. So, really, financial planning has been a part of my entire adult life.
I grew up in southern California and attended California State University, Fullerton, where I received my Bachelor of Business Administration in Finance with a concentration in Personal Financial Planning. From there, I obtained my Certified Financial Planner designation and have been putting it to good use ever since.
I love that being a financial planner allows me to have a human aspect to my work and enjoy personal relationships with our clients. I come from a family of educators; my wife and mother are both current teachers, and four other of my family members spent their careers in the school system. This really has instilled in me the desire to take an educational approach with clients. Every client is unique in how much detail he or she wants to know, and each amount is perfectly fine! It’s my job to help clients understand what we’re doing and why we’re doing it to his or her desired level. My favorite question to ask is, “Does that make sense?”
Outside of work, I enjoy all California offers with my wife, Jovana. We have really tried to master the weekend trip, as we have beaches, the desert, and mountains all within driving distance. When we’re not exploring, you can usually find us in a Sunday service, a small group or a Bible study as church and faith is our guidance throughout life.
