I love solving problems…I always have.
Financial planning and investing is no different. Navigating complex tax, legal, insurance, and investment structures is an extremely difficult but necessary task. Being able to thoughtfully harmonize these separate important pieces of our lives is what I believe sets me apart from other advisors.
My professional experience in financial services has been focused on providing fiduciary guidance to clients in the structure of an Independent Registered Investment Adviser (RIA) firm. Prior to starting this firm I had been an adviser at a large Phoenix-area RIA practice where I’d personally managed about 50 clients with approximately $75m in client assets. I have also acted as trader in charge of implementing investment recommendations across more than 200 households and $700m in client assets. I’ve held critical roles in investment research, financial modeling, and comprehensive financial planning. Before entering financial services, I was actively involved in my father’s private accounting practice.
In 2015, I began writing investing and financial planning articles for news publications in an effort to display my expertise on national level. Since that time, I’ve written or contributed to pieces in Forbes, the USA Today, Nasdaq, and hundreds of other national and regional publications.
Aside from my work as a financial adviser, I enjoy teaching wealth management courses and have recently offered courses through UCLA’s Business Management and Legal programs.
Education:Economics (Bachelor of Science, Arizona State University)
The CFP® Curriculum (The American College) which includes courses in Investments, Estate Planning, Income and Tax Planning, Insurance, Retirement Planning, and Life-Cycle Financial Planning.