Retiree Tax Haven or Not? How to Assess State Taxes
- Forbes
Many people believe they are moving to state tax havens, when in fact they are not, having not examined the details of state and local taxes. The details are important.
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
How to Simplify Debt Repayment — 6 Tips and Strategies
- Forbes
Debt repayment can be simplified. Discover six actionable tips that can help you reduce or eliminate debt, save on interest, and achieve financial freedom.
This year is shaping up to be the worst seasonal job market since 2009. Here are the major retailers hiring — and pulling back.
- Business Insider
Here are the different hiring approaches major retailers are taking for the holidays.