With 25 years in the financial services industry, I focus on helping individuals, families, and small business owners prepare, protect, and grow their wealth for the future. I hold life and health insurance licenses, Series 6, 63, and 26 securities licenses, as well as designations as a Certified Financial Educator (CFEd) and Certified Estate Planner (CEP). My passion is educating clients so they can make informed decisions with confidence—building the trust that turns me into their go‑to person for financial guidance.
I earned my degree from California State University, Los Angeles, where I began in Computer Science before transitioning to Political Science. Before entering financial services, I spent 17 years as a paralegal, which sharpened my attention to detail and reinforced the importance of proper planning. Now, I not only help my clients pursue their goals but also mentor and develop new financial professionals entering the industry.
Born and raised in Los Angeles, I now live in West Covina with my wife of over 27 years—my rock—and our two college‑aged sons. Outside of work, I enjoy traveling (Japan is my favorite place!), exploring different cuisines—especially sushi and sashimi—reading and watching crime dramas and science fiction, and working on classic American and Japanese cars. I believe in always doing your best to help those around you, whether or not you’re recognized for it, and I carry that philosophy into every client relationship.