Category: Banks & Financial Institutions
5083 Santa Monica AveSte. 1ASan Diego, CA 92107
Telephone: 619-223-8357
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I am so grateful for the opportunity to help my clients and their families walk this financial path - but it generally goes so much deeper. Being a wise steward with money can be tricky - and often times quite emotional - but I get to help people navigate this crazy world and help ensure that their financial lives, their goals and their biggest wishes are accomplished.I don't lead conversations with investments. Or performance. Or products. Sure, the investments, the various accounts, the estate and wealth strategies, the analytics, the tax consequences, the data and the numbers all matter. But I argue that those are only relevant after learning about the client, and only serve as a means to accomplish their goals - financial security, retirement income, leaving a legacy, charitable giving, etc.I care about the people that put their trust in me. I care about their worries. I care about their families. I care about their success.I am tremendously blessed to be able to work with people that I like, that are kind and have a genuine interest in maintaining a long-term outlook.I was born and raised on the beaches of San Diego, and live locally with my amazing wife, Leticia, and three young, active kids, Kyla, Jaya and Ryder. I am so lucky that I have the flexibility to coach sports, go on class field trips and work from home when they’re sick. They grow up too fast!I generally work with higher net worth clients that seek long-term results and have fine-tuned areas of focus in estate/inheritance settlement, account consolidation, legacy strategies and divorce/widow transitions.I would welcome the opportunity to have a conversation if you have any questions and look forward to meeting you!
