I am proud to serve as a Registered Principal, OSJ Branch Manager, and financial advisor. With over 35 years of experience in the financial services industry, I've had the privilege of collaborating with a diverse array of clients and organizations. My career began with roles at Charles Schwab, Brecek & Young, and Rios & Associates, eventually leading to the formation of Iron Point Capital Management when I acquired the organization.
I hold a degree in economics from Santa Clara University and have earned the Behavioral Finance Advisor (BFA) designation. Additionally, I possess the Series 7, 8, 24, and 66 securities licenses, along with a CA Insurance License (#0G04573). These qualifications have been instrumental in developing a holistic approach to advising, enabling me to offer comprehensive wealth management and life planning services.
What truly motivates me is the opportunity to solve complex problems—whether it's simplifying intricate concepts for clients or guiding business owners through challenging financial landscapes. I believe the greatest value I can provide is helping clients create actionable plans that offer peace of mind. I take pride in translating complex issues into clear, digestible insights, ensuring that my clients feel confident and informed. My approach is rooted in a commitment to pursuing the best possible outcomes for both individuals and corporations. With extensive knowledge and experience in wealth management and life planning, I am dedicated to helping my clients achieve their financial goals and secure their futures.
Originally from Northern California, I now reside in the beautiful city of San Diego with my wife, Juli. Together, we have five wonderful children who bring joy and fulfillment to our lives. In my free time, I enjoy attending my children's sporting events, spending quality moments with family and friends, golfing, and taking trips along the Pacific Coast.