About me
I'm a San Jose native who decided to leave the Bay Area for a while and pursue an undergraduate and graduate degree at the University of California, Riverside. I played as a midfielder for the Men's Soccer team for 5 seasons before I decided to return and begin a truly meaningful, exciting career.
My main goal is to help my clients achieve their financial potential. My team and I do this by establishing a solid foundation by protecting what they own in order to grow from there. We work to provide clarity and peace of mind so our clients understand and have full confidence in their financial plan.
Education
University of California, Riverside
- Bachelor of Science: Business Administration
- Master of Science: Finance
Licenses & Registrations
Series 6: Investment Company and Variable Contracts Products
Series 63: Uniform Securities State Law Examination
CA Life & Health: LIC. #4314231
CA Long Term Care Licence
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
