As an Advisor for First Point Financial Management, I am able to utilize my extensive background in investment/tax management, estate, trust planning, and retirement blueprinting to build solid financial plans for our clients. I genuinely enjoy every moment of leveraging my abilities to ensure our clients unlock the financially secure futures they deserve.
Prior to joining the First Point Financial Management team in 2018, I earned a BS in Finance with a specialization in Financial Planning from California State University, Northridge. I began my career at Morgan Stanley, where I earned my FINRA Series 7 and 66 licenses. I have also completed the rigorous coursework allowing me to be a candidate for the upcoming CFP® exam.
I soon moved on to First Point Financial Management to join David in providing genuine independent financial management. With an independent platform, we as advisors have the freedom to give the financial advice we see fit, whether that’s portfolio recommendations or comprehensive financial planning. This in turn allows us to create a client relationship that’s responsive, attentive, and personal.
We pride ourselves on providing our close-knit circle of clients with the utmost level of concierge service, support, and guidance they merit. Our passion stems from providing our clients with care and attentiveness. The guidance we provide allows our clients to turn their goals into tangible realities.
I am an active member of the Financial Planning Association of Los Angeles, allowing me to continuously improve my level of service to our clients. However, when I'm not working, you can often find me reading, traveling, going to Laker games, and spending time with my wife and our puppy.