When I became a financial advisor with Edward Jones, I set a goal to make an impact in my clients lives by improving their financial literacy and providing well rounded financial support so that they can make the best informed decisions. In my practice, I work with a wide variety of individuals such as business owners, corporate executives, human resource managers and their employees, plus the fam
ily next door. I take on the advisor next door openness so that people can feel comfortable having the conversations that truly effect their financial well-being. I enjoy discussing complex client needs and I apply the Edward Jones established process and goals-based advice to assist them with making the most informed decision for themselves and their families. To further my financial literacy, I have earned the Accredited Asset Management Specialist™ (2021) and Chartered Retirement Plans Specialist™ (2020) designations. I have extensive knowledge in business retirement plans. I consult and benchmark new and existing retirement plans. I focus on making sure the plan is meeting the required fiduciary duties mandated by ERISA and DOL; this helps reduce the liability exposure to the plan sponsor. I provide an annual employee meeting to answer questions active and new participants may have regarding investing in the 401(k). You can reach me via email at [email protected] and our office number is 310-697-3173. I live in Torrance with my wife, Edith, and three children. We love to travel and learn about new cultures. My favorite hobbies are Brazilian Jiu-Jitsu, golfing and mountain biking.
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