Passionate about serving people.

I’m privileged to do what I love, having an ability to make a positive financial impact for families. 

I incorporate faith-based principles in my advising. I’ve served on boards of non-profits, 

taught financial courses in various settings and served as Treasurer at my church.

I think my wife Rachael and kids, Avery and Tanner, are absolutely amazing!

 

Bachelors of Science – Economics/Management Science University of CA, San Diego

 

Certified Financial Planner – following the Fiduciary Standard to always put client’s best interest first.

Vertical View Only, Sorry.

Vertical View Only, Sorry.

Retirement Planner in San Diego

 

Advisory services offered through Arbor Point Advisors. Securities offered through Securities America, Inc., Member FINRA/SIPC. Arbor Point Advisors and Securities America are separate companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. CA Insurance #0E88557

Advisory services offered through Arbor Point Advisors. Securities offered through Securities America, Inc., Member FINRA/SIPC. Arbor Point Advisors and Securities America are separate companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. CA Insurance #0E88557​

Rancho Bernardo Financial Planner