It is a privilege and an honor to serve the San Diego community as a financial advisor. I love what I do because I have an opportunity to help people like you improve your life and take care of your family and your employees. What's important to you is most important to me.

Even during the pandemic, my clients and I stay in touch face-to-face via web conference. These are crucial conversations, as you are able to get most up-to-date information live, make timely adjustments and confirm that your long-term strategy is helping to keep your goals on track. As your financial advisor, I want to ensure you feel understood, informed, in control and secure.

My wife, Hanna, and I have been married for 15 years, and we have two young children. We love spending time together at the beach, swimming in the ocean, traveling, hiking, dancing and meeting with our friends.

I am a proud member of the Alzheimer's Association, Pedal the Cause, San Diego Regional Chamber of Commerce, Business Network International (BNI) and La Jolla Village Merchants Association.

My undergraduate degree is in international relations and business, and I hold a Master of Business Administration. I have over 20 years of experience in finance.

I will provide tailored solutions, aligned with your comfort for risk, and help you achieve all of your goals, such as retirement savings, planning for emergencies, a second home, a kid's education, annuities, life insurance and long-term care solutions.

Let us become partners in creating a personalized strategy for your own and your family's successful financial future. Call (858) 483-1300 for a complimentary, no obligation, 100% confidential consultation to discuss your situation and options.

Thank you,

Focus areas

  • Military Professionals & Veterans
  • Hispanic Family Finances
  • Divorce Finances
  • Intergenerational Planning
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Skiing
  • Cycling
  • Golfing
  • Pets
  • Auto Racing

Office Information

Office Address

4731 Clairemont Dr Suite 102 San Diego, CA 92117

Office Hours

Office Hours
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 06:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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