Experience & Credentials
BA and MA in Economics
Earned the CRPCTM designation in 2012 and the CFP® certification in 2014
Worked in banking for over 20 years
Merrill Financial Advisor since 2011
Offering
Full-Service Banking, Brokerage, and Planning.
You decide on what you want, from getting a great rate on deposits to planning your spending in retirement. From family and family business to enterprise capabilities delivered.
Expect
You can rely on receiving clear guidance and straightforward advice across all financial areas such as wealth management, insurance, banking services, and home financing through Bank of America, N.A. Risk management delivered with a focus on the long-term development of financial security.
Nuts & Bolts
Industry leading app keeps you up to date and connected to your accounts 24/7. Transfer money, deposit checks, scan and save documents, and more, all protected with state-of-the-art privacy and security protection.
Personal
Music: Grateful Dead, Radio Head, Zero 7, or Lemon Jelly to name a few. Movies: Blade Runner, Apocalypse Now, Day the Earth Stood Still (‘51), Everything Everywhere All at Once, and many others. In the off hours: Fusion 360, Learned League, History, Human Behavior, or a little gaming. After more than 20 years in Silver Lake, moved to Hancock Park with my wife and four children.
*NMLS#851386
As a Senior Financial and Senior Portfolio Advisor with a CFP® certification, my mission is to help ensure your financial security through honest, competent, and diligent guidance. I am committed to developing a clear, long-term strategy tailored to your needs, both present and future. Utilizing time-tested diversification strategies, I aim to optimize your investments while minimizing risks, allowing you to focus on your life's work without the stress of financial uncertainties.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
