7 Rules of Doing Business in Turbulent Times
- Entrepreneur Magazine
In times of uncertainty and economic turbulence, entrepreneurs must remain proactive and embrace change, as crises often give rise to new opportunities.
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
Does investment research make sense in the age of AI?
- Financial Times
Large language models can outperform analysts in some areas, but human intuition is invaluable.
New Comparability Plan
- Broadridge Content
A new comparability plan is a qualified profit-sharing plan that can have more substantial contributions for favored employees (usually higher-paid workers and key employees). With this type of plan, contributions are not allocated strictly as a percentage of compensation. Instead, by dividing up plan participants into two or more classes and having different contribution rates for each class, this type of plan allows businesses to maximize plan contributions for certain employees and minimize allocations to other employees. A new comparability plan satisfies nondiscrimination requirements by requiring minimum contributions and then having the plan pass a series of tests to show that the projected benefits for each class meet the coverage requirements.
Kyle Kuzma Has Been an NBA Champion and an Underdog — Now He's the One Telling His Story
- Entrepreneur Magazine
Kyle Kuzma has navigated the highs and lows of the NBA, from winning a championship with the Lakers to facing struggles with the Wizards — now with the Bucks, he's embracing his journey and controlling his own narrative.