Everything Is a Journey Now
- The New York Times
Changing our hair, getting divorced, taking spa vacations — they're not just things we do; they're "journeys." The quest for better health is the greatest journey of all.
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I am a Financial Advisor with Hilltop Securities, in the San Diego branch. I started out in 2012 working with my grandfather until his retirement in 2016. My practice encompasses fixed income and wealth management. I employ strategies that are supplemented with premier financial advisory services to help achieve the financial goals of clients.
Vision Statement:
To create a distinguished practice focused on the the success and well-being of my clients by taking a holistic approach with financial planning.
Mission Statement:
To understand the underlying needs of my clients; and use that information to compose a comprehensive financial plan to help achieve financial freedom.
Licenses
Education
ADVANCING YOUR
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- The New York Times
Changing our hair, getting divorced, taking spa vacations — they're not just things we do; they're "journeys." The quest for better health is the greatest journey of all.
- Entrepreneur Magazine
With a solid tax plan, you'll have peace of mind to go out into the world and enjoy the post-tax season sun.
- Entrepreneur Magazine
Between 2022 and 2023, U.S. adults spent $71 billion on " impulse buys " they were influenced to make by social media — a fact that backs up an increase in "money dysmorphia."
- Investopedia
Both homebuyers and renters are bracing for more inflation in the real estate market this year, reversing some of their optimism that housing prices could slow.
- Financial Times
The more attention we pay to our investments, the more we trade, and the cleverer we try to be, the less we will have at the end of it all.
As advisors, we focus on helping you pursue your financial goals. Whether it’s saving for college, taking your dream vacation, or pursuing the retirement you've worked for. We offer services and solutions that can assist you with your financial future.