Financial planning is not only my career but more importantly, I regard it as my ministry, and my primary calling in life, second only to my faith in Jesus Christ, and to my family.
I began my career as a Financial Advisor in 2010 and I specialize in retirement planning for individuals and business owners, as well as financial planning for special needs families and divorcees.
I am a graduate of Villanova University and hold a bachelor's degree in Economics. In addition to my CERTIFIED FINANCIAL PLANNER® certification, I hold a Finra Series 7 general securities license, and Series 66 uniform combined state securities license through LPL Financial, and a California life and health Insurance license.
My wife Kathy and I reside in the city of Corona CA, where I have been a resident for over 24 years. I enjoy being active in my community as well as in my church, Olive Branch Community Church.
Since I value a client's time, I make myself available to meet with them face to face at their homes, their place of business, or remotely via Zoom or Webex, if necessary. In my spare time I enjoy baseball (I am an avid New York Yankees fan), fishing, physical fitness, and volunteering at Olive Branch.
An effective financial plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right one -- one that fits your unique circumstances and grows with you. Financial planning is not a “cookie cutter” endeavor. No two clients’ situations are the same. That’s why it is so important for me to understand my clients’ complete situation. So that the plan we create can be designed to pursue their unique needs.
Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. I would consider it an honor to have the opportunity to earn your business.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.