This Billionaire Investment Strategy Just Became Available to Your 401(k)
- Entrepreneur Magazine
Private equity, real estate and crypto are coming to retirement accounts. Here is how to decide if they belong in yours.
Phone Number
(619) 618-3617Find Me On
About Me
Born and raised in sunny San Diego, I attended SDSU before launching my career in finance. In 2012, I joined Southwest Securities–now Hilltop Securities–where I had the privilege of working alongside my grandfather until his retirement in 2016. Today, I help clients navigate the markets by utilizing Hilltop’s premier advisory services, crafting investment portfolios that align with their goals and risk tolerance.
I'm fortunate to share my life with my beautiful wife Sydney and our energetic dog, Oliver. We enjoy spending time exploring San Diego's vibrant restaurant scene and discovering new favorites. In my downtime you'll find me cheering on my favorite F1 team, playing pickleball, or serving at my local church.
Whether you’re looking to grow your wealth, refine your financial strategy, or just want to chat about investments over coffee, I’m here to help. Let’s connect!
Address
750 B Street
Suite 3100
San Diego, CA 92101
Licenses
- Series 7
- Series 63
- Series 65
- CA Resident Insurance Producer
- CA Insurance License #0L76383
Education
- SDSU
The Number of Americans Worth Tens of Millions Has Exploded. And They’re Not Who You Think.
- Entrepreneur Magazine
The ultra-wealthy class has grown faster than the general population, driving up demand for everything from jets to penthouses.
What is a Roth 401(k)?
- Broadridge Content
You can use a Roth 401(k) to accumulate a nest egg of tax-free retirement income.
403(b) Plans
- Broadridge Content
This article offers an overview of 403(b) retirement savings plans.
Stick to Your Business Plan — Why Making Sacrifices Can Lead to Negative Consequences
- Entrepreneur Magazine
Sometimes entrepreneurs are in such a race to grow that they veer too far from 'ground zero' in their business plan.