PROFESSIONAL PROFILE
First of all, I would like to thank you for visiting my website. I would also like to inform you about myself, my business and my investment philosophy.
My passion to educate, create and help build wealth for my clients is rooted in my belief that “it is better to teach a person to fish than to give them fish.”
I have a holistic approach to planning based financial advice that is time-tested. I will work with you to understand your total financial life and establish objectives that balance several of your life goals simultaneously, such as a child’s education, your retirement and estate planning needs. I will work with you to design an individualized financial strategy that meets your specific needs and ensure that we meet those goals through periodic reviews. I am confident that with the vast array of financial tools, products and services available at Merrill Lynch, together we can achieve financial success that supports your life goals. My relationship with you is based on honesty, trust and accountability.
I have been educating and managing investor’s assets since 2000. I am constantly updating my financial skills and continuing my education. In addition to my experience in the industry my credentials include the following:
- Completed the Personal Financial Planning program at U.C. Davis Extension
- Bachelors Degree – Government, emphasizing Economics; CSU, Sacramento
- Jurist Doctorate Degree – UNC, Lorenzo Patino School of Law
I enjoy spending my free time with my wife and our two children, being active in our church and showing my children the importance of giving back to the community. My dream is to build a financial practice that one day I can turn over to my two children, who are currently 4 and 6 years old.
My mission, while maintaining the highest ethical standard, is to assist investors in creating wealth through education. I sincerely believe that through knowledge, I can empower each client and improve their current economic status. We will work together to secure your financial goals, which can create wealth for you and your loved ones for generations to come.
Once again thank you for visiting my website and I look forward to meeting you and building a long lasting and successful relationship.