I have been a San Diego native for most of my life and have lived in many areas within SD County. I studied international business at SDSU and finance at National University (MBA).

I have been happily married to my wife, Claudia, for 28 years and together, we have three college-age children. I absolutely believe in higher education to give yourself a leg-up in a very competitive world and have heavily persuaded my children to follow suit.

I have been a registered and licensed financial advisor since 1998 and have worked for various brokerage firms, banks and insurance companies in my professional career. I truly enjoy educating people about financial matters and plan to retire in this field.

Since I had a taste of being an entrepreneur with Farmers Insurance, I have decided being an independent financial advisor with Edward Jones offers me the best of both worlds... Independence to guide clients based on their needs and not being tied to proprietary products or services.

I would be thrilled to hear what I can do to help you and your family achieve your goals. I welcome a phone call or e-mail to start a meaningful conversation about setting and reaching them.

Focus areas

  • Portfolio Reviews
  • Hispanic Family Finances
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Divorce Finances
  • New Investors

My Personal Interests

  • Hiking
  • Mountain Biking
  • Traveling
  • Car Restoration
  • Camping

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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