Your financial goals - that's what is important to me. As an Edward Jones financial advisor, I believe it's important to invest my time in fully understanding what you're working toward.

No matter what stage of life you're in, I can help you build the bridge between where you are today and where you want to be.

I am the father of three amazing kids - my oldest daughter is a Pediatric Intensive Care Unit nurse at UCLA Medical Center, my second daughter is a third grad teacher in Boise and my son attends San Jose State University where he is majoring in communications and plays water polo. Being a dad has provided me with personal experience in planning for and financing college educations.

I am a Lamorinda native and I earned my BA from U.C. Davis (Go Ags!) and my MBA from Saint Mary's College. I also earned my Accredited Asset Management Specialist™ designation.

Outside of the office, I enjoy spending time with family and friends, cooking, hiking and traveling. Have you discovered a great new restaurant? Let me know! I love trying out new places.

I am the son of Chilean immigrants and completely fluent in Spanish.

While my primary focus is on serving the Lafayette, Orinda, Moraga and Walnut Creek communities, I also have clients all over the U.S. I welcome the opportunity to demonstrate the value I can add in working with you. Please contact me to discuss your situation and options.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Socially Conscious Investing
  • LGBT Finances
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Cycling
  • Movies & Entertainment
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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