I focus my professional attention on offering a comprehensive wealth management experience for my clients on both sides of their balance sheet. I seek to understand my client’s goals and beliefs to help them achieve their near- and long-term goals. I pride myself on providing my clients a quality financial services experience through a high level of service and advice so they may instead focus their time on what is most important to them: hobbies, family, career, and/or charities.
My parents are both immigrants (from China and Mexico) and I was born and raised in the melting pot of Berkeley. For college I crossed the Bay and completed my BA in Economics at Stanford University. As a globally minded individual, I completed my MBA at IE Business School in Madrid, Spain.
I started my financial services career in 1996 advising high-net-worth individuals and families. As a Financial Advisor, I have worked at several firms, including Wells Fargo Private Bank, Goldman Sachs, Citi Private Bank, and others. Additionally, I have served as Market President for First Western Trust a boutique private and commercial bank in Denver, CO. There I led a large team of seasoned advisors focused in providing comprehensive advice and execution across Investments, Lending, Banking, Financial/Estate Planning Strategies, and Insurance. I hold several financial designations including Certified Trust and Fiduciary Advisor (CTFA) through the American Bankers Association, Certified Investment Management Analyst® (CIMA®), and Accredited Wealth Advisor (AWMA™). I am also FINRA registered, hold my CA Life Insurance licenses and my NMLS. Using my experience and knowledge I seek to provide an elevated level of advice and service to my clients.
In my free time, I enjoy spending time with my family which includes my wife and 3 kids. Together we enjoy the outdoors hiking, fly fishing, snowboarding, karting, and target shooting. I am a car enthusiast and enjoy being on a track or going for a spirited drive through the winding mountain roads.
As a Spanish-speaker, I enjoy supporting organizations focused on the Latin community as well as following the deep-seated Merrill tradition of participating in the communities we serve.
I am committed to helping you achieve your near- and long-term goals, while helping you plan your future and ultimate legacy.
*Merrill Life Agency's California License Number 0522776
*NMLS#612033
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
