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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
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A beneficiary must file a claim before receiving any benefits from a life insurance policy. To locate all policies, contact your agent or your spouse's or family member's employers for policies they may have issued. In each case, you'll have to notify the insurance company that the policyholder has
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Chances are good that you will need some form of long-term care in the future. Don't look to Medicare for help unless you've met its hospitalization requirements and eligibility guidelines.
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Grandparents who want to help with college expenses might consider paying the college directly.
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