I believe the true value of financial planning is not found in a spreadsheet, it is found in your life. One of the most impactful things I can do for my clients is to shift their focus away from accumulating savings and toward funding the life events that bring them joy, meaning and purpose. My Process: Engineering Financial Clarity
Successful investing is not about chasing short-term market trends or trying to beat an index. It is about implementing a structured strategy and maintaining the behavioral discipline required to secure your short- and long- term goals. My background as an industrial engineer gives me a distinct analytical advantage. I approach wealth management as a complex system that requires precise tuning. This allows me to build customized strategies tailored to your exact situation across every stage to the wealth cycle. From growth and wealth protection planning to distribution and legacy strategies. Why Partner With Me:
For over two decades, I have navigated complex market environments and guided high-net-worth families through sophisticated financial landscapes. I began my career in 2000 in Silicon Valley, serving as a Private Banker for Wells Fargo and Vice President & Private Client Advisor for US. Trust-Bank of America, managing wealth for clients in San Jose, Palo Alto, Woodside, and Menlo Park before joining Merrill Lynch in Utah in 2015. I had continued this high-touch advisory work since 2017 with Edward Jones Investments. I earned my bachelor's degree in industrial engineering from Callao University in Lima, Peru. I hold both the CFP®, or CERTIFIED FINANCIAL PLANNER™, certification*, and the CIMA®, or Certified Investment Management Analyst®, certification. My practice is built on both comprehensive, financial planning and investment consultancy. With over two decades of deep industry experience, I empower my clients to make smart, confident choices about their money. I just do not manage portfolios; I build long-lasting relationships rooted in absolute trust, mutual respect, and genuine care. I look forward to opening a dialogue and helping engineer a clear, meaningful path forward for your financial future.
