For the past ten years, upon completion of my Bachelor of Science from San Jose State, I have been a financial advisor serving clients in the greater Fremont area. In 2020, after successfully completing a 12-module professional education program, I earned the AAMS® professional designation. Also, in 2020, life presented many challenges, but it also provided me with one of the best gifts—my marriage to my friend and partner, Brooke. We did it!

In my formative years, I was a part of the Boy Scout Troop 186, in Newark, CA. This taught me valuable lessons in work ethics, responsibility, community and critical thinking— which laid the foundation that has served me well in the years to come. In junior high, I worked on a seemingly non-consequential school project that would spark an interest that would become my passion— investing and finance.

Furthermore, as a young man, I helped carry the financial responsibilities of our home which set me on a trajectory that would profoundly contribute to my career as a financial advisor. This helped me understand the importance and the impact that a financial strategy can have on families and on loved ones for generations to come. My early firsthand experiences educated me on the value of mapping out one's goals, preparing for the unexpected and most importantly, staying on track. We do so in part by listening to fully understand what is important to you and utilizing an established process based on your priorities and your comfort for risk so that we can help you achieve those goals and keep you on track.

Partnering with my Branch Office Administrator, Nancy Rodriguez, who has over 18 years' experience in the financial industry, we work closely with professional partners, such as CPAs, enrolled agents and attorneys to help you achieve all that is important to you.

We look forward to the opportunity to speak with you and begin the process of partnering with you on your journey towards achieving what matters most to you.

Focus areas

  • Wealth Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Pets
  • Volunteering
  • Golfing

Office Information

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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