The Top 10 Losses I Welcomed After Retirement
- Forbes
Retirement can be a time of losses. It is also a time to reframe the losses into gains. Here are 10 ways to welcome retirement for what it can add to your life.
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
6 Halloween Side Hustles With High Earning Potential
- Forbes
Learn why Halloween side hustles are among the year’smost lucrative side gig opportunities and how you can earn money and have fun at the same time.
How to Invest Using Dollar-Cost Averaging — 5 Actionable Tips
- Forbes
Dollar-cost averaging simplifies investing and eliminates the stress of trying to time the market. This article offers five actionable tips on how to invest using DCA.
$2 Trillion in Forgotten 401(k)s Proves It's Possible To Forget Your Money
- Investopedia
Over $2 trillion in assets is sitting in forgotten or left-behind 401(k) retirement accounts from employees who leave their jobs and leave their retirement savings behind.