As a first generation American, my family instilled in me many core values, but never educated me about the value of saving money. Therefore, I have spent much of my life learning about money management - the need to save, spend and give it away. I was working in a retirement home when The Great Recession hit, and many residents were forced to move out because their investment management and financial goals were not aligned. It was at that moment that I realized the significance of ensuring that what you want and what you have are in line. At that point, I knew I wanted to be a financial advisor.

As an Edward Jones financial advisor, I believe it is imperative to devote the time necessary to understanding your vision and identifying your goals before investing your money. Transparency is a core value at our firm, where we disclose everything from your costs to all of the decisions we make. My commitment to you is that you will feel informed, heard and empowered. My clients and I build strong partnerships as we work together in achieving their goals. As a financial advisor I become your trusted family counselor and a steward of your family's legacy.

My areas of focus include:

- Estate considerations
- Multi-generational wealth transfer
- Tax mitigation strategies
- Preparing for the unexpected
- Business Retirement planning

Our objectives for you:

- Retire with Dignity
- Leave a legacy
- Live life fully

I am actively engaged in various volunteer activities to help our community. I currently serve as a board member for Towards Maximum Independence and The National Age in Place Council. I also founded a clean-up Rancho San Diego group.

In my free time, I enjoy spending as much time as possible with my lovely wife, our energetic preschooler and a friendly Beagle. I enjoy reading, learning, sports and wine.

I welcome the opportunity to learn more about you and your financial priorities. It all starts with a conversation. Let's visit.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Baseball
  • Surfing
  • Health & Nutrition

Office Information

Office Address

9340 Fuerte Dr Suite 300a La Mesa, CA 91941

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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