I received my bachelors degree in Liberal Studies from California State University Los Angeles. I am married and have three kids. My hobbies include working out, the martial arts, all the major sports and most importantly spending time with my family and friends. I believe that it is very important to have balance in your life as well as in your investments. To me balance is the key to happiness.
I have been a financial consultant since 1997. I have worked with big wall street firms up until a couple of years ago. I have seen many changes with the big firms throughout my many years as a financial consultant. I wanted my clients to be away from all that noise going on. I wanted to make sure that my clients have a person that is on their side and wants to make sure they are taken care of the way they need to be. This is why I have chosen to be Independent. I wanted to give my clients peace of mind from all the noise in the news. I chose LPL Financial because we have access to all of the big wall street firm resources and yet have the freedom to be Independent. As an independent financial consultant, I can truly give my clients what they need to work toward and maintain their desired lifestyle. I no longer work for wall street. I work for you!
Licenses held with LPL Financial:
Series 7
Series 63
Series 66
CA Life and health insurance #0E64068