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FINANCIAL INDEPENDENCE
TO YOUR SUCCESS
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.
- Harvard Business Review
Statistically, you will likely change jobs several times before retiring. In fact, a Pew Research survey estimated that 30% of American workers changed jobs in 2022 alone, most for higher pay. But doing so can be treacherous for your ability to retire when you want and with the lifestyle you want
- Harvard Business Review
In a business environment rife with budget constraints and layoff fears, asking for additional resources can be complicated. But there is never a “perfect” time to ask for a raise. Economic downturn or not, don’t let your fear of hearing “no” be one of those roadblocks.
- Financial Times
When the usual landmarks in our lives are lost, we have to find new ways of navigating. Paying attention to what we sense and feel, honouring and trusting our needs and intuition, can be a powerful start to finding our way back to ourselves. All maps can be redrawn.
- The New York Times
In an era of surging home and stock values, U.S. family wealth has soared. The trillions of dollars going to heirs will largely reinforce inequality. What's within your family's power to control?
- Entrepreneur Magazine
Seeing change in a positive way can set us up for the greatest opportunities of our lives.
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.