I have earned the following designations: CFP® and RICP® About Me
I’m a CFP® professional with over 25 years of prior experience as a self employed business owner. That background has given me an understanding of what it takes to build, protect, and successfully transition a life’s work into a fulfilling retirement. Born and raised in Chula Vista , I graduated from San Diego State University. My w
ife, Lisa, and I enjoy travel, good food and wine, live music, and local sports. We love spending time with our daughters, Elyse and Lauren, as well as our rescue dog, Sierra. Learn More
The next step is a brief introductory conversation to see whether working together may be a good fit. Please call: 858-514-8876
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