FINANCIAL INDEPENDENCE

ADVANCING

TO YOUR SUCCESS

COMMITTED

STRENGTH & STABILITY

Phone Number

(619) 618-3617

Find Me On

About Me

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

  • Series 7
  • Series 63
  • Series 65
  • CA Resident Insurance Producer

Education

  • SDSU

ADVANCING YOUR

Financial Pursuits

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.

  1. Discover your goals, roadblocks, and other considerations.
  2. Analyze your current financials to identify strengths, weakness, and opportunities.
  3. Advise you on a tailored plan that pinpoints your financial needs and goals.
  4. Implement your financial plan and investment strategy.
  5. Monitor your plan and portfolio and adjust as necessary.

SEE OUR SERVICES

Solutions

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.

Leave this empty:

Thank you for your submission!