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Phone Number
(619) 618-3617Find Me On
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
Education
- Broadridge Content
A post-sale consulting contract is an agreement made between you and a buyer that retains your services in the company for a mutually agreed-upon period after the sale. Business consultants urge buyers to prevent owners from walking away without any responsibility to them or the business. The number of hours per week or per month and the length of the agreement depend on the nature and complexity of the business.
- Investopedia
Financial literacy is the ability to understand and make use of a variety of financial skills. Those with higher levels of financial literacy are more likely to spend less income, create an emergency fund, and open a retirement account than those with lower levels. Some of the basics of financial literacy and its practical application in everyday life include banking, budgeting, handling debt and credit, and investing.
- Business Insider
The oil markets spent months worrying about supply disruptions in the Middle East.
- The Economist
Employees are being asked to embrace a technology that causes fear.
- Financial Times
We are on a path to financial crises related in part to the stubborn persistence of imbalances and to the unique and unsustainable roles of the US (and UK) as balancers of the world system.
- Business Insider
The recent Treasury sell-off looks like routine reserve management, not a dollar exodus, Goldman Sachs says. The oil-price surge from the US-Iran conflict pressured Asian currencies and fueled Treasury selling. Despite foreign selling, Treasury markets remain resilient with deep liquidity and stable demand.