Growing up, my parents didn’t have a plan for their future or even their next thirty days. It was a hand-to-mouth effort each month – one that I vowed not to repeat. My dad always encouraged me to do better than he was able to. When I left for college, I took his encouragement to heart: My goal was to not only do better for myself and my family, but to help others do the same.
I became a Certified Financial Planner (CFP) in 2010 and have been helping individuals and families manage their finances ever since. Solid financial management has had a huge impact on my life, and I find it incredibly gratifying to help others in this way. What I like even more is how financial services have become more accessible to the entire population. Technology has positively disrupted the financial services industry and I have made it my passion to embrace these changes and pass the savings onto you. Traditionally pricey offerings are now much more affordable.
Outside of the office, I love spending time with my wife, Annie, and our three boys. We live in Ventura, CA.