With over 25 years of experience in the financial services industry, I am dedicated to assisting business owners and families in safeguarding and enhancing their most valuable assets through strategic long-term financial planning. My experience lies in creating and managing comprehensive, tax-advantaged investment plans. My clients like knowing they are well-positioned towards working to achieve their financial goals.
My career began on “Wall Street” living in New York City and extended to the floor of the Pacific Stock Exchange. My unique blend of experience and education provides profound insights for the benefit of our firm's clients.
- Accredited Investment Fiduciary® (AIF®).
- Certified Plan Fiduciary Advisor (CPFA).
- Columbia Credentialed Holistic Financial Coach
- Master’s degree in Business Administration (MBA) from the University of Southern California
- Bachelor of Arts degree (BA) in Business/ Economics from the University of California, Santa Barbara.
I enthusiastically serve in both my church and community. I am a past Board Member Big Brothers Big Sisters of Orange County and former Ambassador Chair for the Fullerton Chamber of Commerce.
My wife, Wanda, and I reside in Orange County, CA with our two children. We enjoy traveling and the outdoors. When I am not watching our kids participate in high school athletics, I like problem-solving, mountain biking, and competing in various activities.
Equitable Advisors, LLC does not provide tax or legal advice.