What The ESG Backlash Reveals—and What Comes Next
- Forbes
There was a time, not long ago, when the corporate world spoke with confidence about the environmental, social, and governance framework.
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.
Outside of work, I’m a devoted husband to my incredible wife, Sydney, and we call North Park home alongside our dog, Oliver. When I’m not helping clients build their financial futures, you’ll likely find me playing pickleball or catching the latest Formula 1 race, or exploring San Diego’s incredible restaurant scene with Sydney. I’m also a member of Restored Church in La Mesa, serving in kids ministry and tech.
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
Education
- SDSU
When Do You Need a Financial Advisor? 9 Signs It’s Time to Consult One
- Forbes
A financial advisor helps you manage your finances and make informed decisions based on your goals. Learn why you need one.
9 weird recession indicators, from lipstick to snacks
- Business Insider
There are some unusual signs that can suggest we're headed into a recession. Take lipstick or diaper rashes, for instance. Here are 9 less-conventional indicators from Business Insider.
401(k) Wraparound Plan
- Broadridge Content
A 401(k) wraparound plan is a nonqualified deferred compensation (NQDC) plan that supplements or "wraps around" the already existing tax-qualified 401(k) plan that you offer to your employees. It also allows both you and your employees to make contributions that exceed the limits imposed on contributions made to a qualified 401(k) plan. A wraparound plan usually includes the same features offered through a traditional 401(k) plan, but without any of the restrictions and limitations placed on traditional 401(k) plan contributions.