I have been serving clients in the financial industry for over 40 years, focusing primarily on business owners, executives, and professionals. My objective is to facilitate solutions for busy, successful individuals in the areas of business succession, financial independence, investment management, and estate planning, all aimed at preserving wealth for future generations.
Together with my team, I utilize a holistic, cross-disciplinary approach to comprehensive financial planning. We coordinate closely with our clients' attorneys and accountants to help crystallize their objectives. This collaboration ensures that clients can make informed decisions about any necessary adjustments to their plans.
Before entering the financial industry, I served in the US Navy, an experience that instilled in me discipline and a strong work ethic. After completing my Navy enlistment, I attended NYU, where I obtained a degree in business, followed by an MBA from UCLA.
I have had the honor of serving as past president of both the Wilshire Estate Planning and the West LA Society of Financial Service Professionals. These leadership roles have allowed me to contribute to the field and collaborate with fellow professionals to advance best practices in financial planning.
CA Insurance License # 0450392