I provide clients with high-quality, straightforward, and comprehensive wealth management strategies.
In 2008, I moved to San Diego to attend the evening program at the University of San Diego School of Law and worked during the day for the Private Wealth Management division of Morgan Stanley. After spending some time at Credit Suisse Private Bank and Wells Fargo Advisors, I chose to leave the traditional mega-corporate financial firms for a small independent financial firm, Capital Growth, Inc., where I have the flexibility to make my vision of what I believe clients deserve from a wealth adviser become a reality.
Augmenting my experience and education through the achievement of the Chartered Financial Analyst and Certified Financial Planner designations, I am committed to providing clients with the highest levels of ethical and professional standards they should expect of those from whom they seek legal, financial, and investment advice.
I am an avid reader of books, especially political theory and history. This helps me understand and interpret changing patterns in markets and our society as well as how they may or may not impact the lives of our clients. When not at the office I am usually hanging out at home or at the beach with my wife, Aysen. I have traveled to all 50 states and around the world once.
When it comes to estate planning, a common misconception is that people only need to consider it in their later, post-retirement years. Proper estate planning