Whether you're just starting to think about forming a financial plan or your priority is securing and growing existing assets, the best decisions you'll make are well informed and customized to your unique needs and evolving concerns.
I didn't start my career in finance. In fact, I was focused on launching a medical science career to accompany my B.A. in Biology from UCLA. But, as I began advancing into senior management roles within the medical field, I found myself emersed in financial modeling to develop customized strategies for short-mid-range and long-term investment planning. And, I have continued to build my financial knowledge and understanding ever since.
Every fiduciary worth his or her credentials will reach beyond basic assumptions and formulaic solutions. For me, taking time to ask probing questions, learn about each person's unique circumstances, goals, and values, and earn my client's trust and confidence is key to everything else that follows.
I take my time, understand the complexity of individual needs and goals, and offer a range of considerations before a plan is created or revised. And because life has a way of evolving, I stay in close contact to make appropriate, proactive adjustments when needed.
Professionally, I have passed the following Financial Professional Exams: Series 7, Series 66, Series 6, Series 63, and SIE. Along with Certifications and Licenses: NAPA (National Association of Plan Advisors) Certification, and CA Insurance License # 0E05999. I've also owned an Insurance Agency for a major nationally known and respected firm.
I'm a long-time South Bay resident, active in my community serving as a board member of Kiwanis International, the Torrance Chamber of Commerce, and the local Humane Society to name a few of my affiliations. I'm a devoted husband, a father to four extraordinary children, and best friend to our rescue dog, Marlee, and our parrot Toby.