As a CERTIFIED FINANCIAL PLANNER® professional with First Point Financial Management, my mission is to help clients navigate the complexities of their financial lives and achieve the futures they’ve always envisioned. Whether it’s creating a retirement roadmap, optimizing investments, or guiding clients through estate and tax strategies, I’m passionate about turning financial goals into tangible outcomes.
I’ve been proud to call First Point Financial Management my professional home since 2018, drawn by the firm’s dedication to truly independent and personalized advice. Before joining the team, I earned a degree in Finance with a specialization in Financial Planning from California State University, Northridge, and began my career at Morgan Stanley, where I earned my FINRA Series 7 and 66 licenses. Most recently, I achieved my CERTIFIED FINANCIAL PLANNER® certification, further enhancing my ability to deliver comprehensive and thoughtful financial planning.
What I love most about my work is the relationships I get to build with clients. Financial planning isn’t just about crunching numbers—it’s about people and their stories. I take pride in offering personalized advice tailored to each client’s unique journey, whether they’re navigating challenges or celebrating milestones.
When I’m not working, you can often find me diving into a great book, exploring new destinations, cheering on the Lakers, or spending quality time with my wife and our playful puppy. Life is all about balance, and I’m passionate about helping my clients create that same sense of balance in their financial lives.
If we haven’t connected yet, I look forward to meeting you and learning more about your goals!
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.