As a Bay Area native, I was raised by a single mom who had no work experience, never finished her college degree and immigrated to the United States without speaking English fluently. I come from a humble background, but through it I learned the incredible importance of good wealth strategies.

As a financial advisor with Edward Jones, I work very closely with a select number of affluent individuals and families to provide them comprehensive financial advice and guidance.

Whether your goal is to retire early and comfortably, endow your children and children's children with a fully-funded education, give generously to charities, diversify from concentrated stock positions or pass on multi-generational wealth while being as tax efficient as possible, I can help you ensure that your goals are met.

I believe it's my job to help ensure that my clients don't worry anymore about their financial future, as we've developed a strategy to meet every goal. I know that financial decisions can be overwhelming, so I break it down into clear steps and use simple language to explain complex concepts. I want you to leave our meetings feeling well taken care of and well informed.

As a Chartered Retirement Planning Counselor™ professional, I focus on working with individuals quickly approaching or in retirement, individuals with substantial assets in concentrated company stock and affluent families looking for a one-stop-shop financial advisor who partners closely with their trusted CPA and estate attorney.

Away from the office, I love to spend time with my amazing wife, Lynn, and discover new and awesome places to eat in the Bay Area. We live in Sunnyvale, CA, and when I'm not working, you can find me actively involved in my local church, learning and attempting to play golf, finding a new movie to watch and spending time with my family.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Movies & Entertainment
  • Community Outreach
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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