My Background and Credentials
People Always come first
The most important asset people have is their family. Money is also an asset but it is usually used to take care of the family. Hence, the more money people have is just additional security for the family in most cases. This philosophy is the basis for how I was raised. I was born in Los Alamos, New Mexico and raised in Corrales (A small town just outside of Albuquerque). As soon as I graduated from Cibola High, I moved to San Diego, CA to go to College. After graduating with an MIBA - Master in International Business, I started looking around for a business to start. I found financial services and realized that this is what I wanted to do. It was the combination of the two things I felt passionate about - People and making money. After getting a Life and Health Insurance license, series 6, 63,7, and 65 licenses, and working for some large financial institutions, I started my own RIA in 2015.
What I Will Do for you
Planning Futures
Since 2000, I have helped People with their 401k/403b accounts. I am able to personally manage the investments inside your retirement account on a daily basis. This hands on approach ensures your 401k stays on track to meet your retirement needs long-term. The world is changing faster and faster each and every year. My approach will make sure your investments change when necessary in order to maximize your potential returns. Additionally, if you have questions about your investments, taxes, retirement, and/or estate planning? I can come up with the exact right information to answer those questions for you.
A Proven Approach
I start by clarifying our fee structure and explaining the different ways we can help. Then I analyze your goals, time horizon and risk tolerance against your current portfolio to customize an investment strategy that will have a much better chance of meeting your financial needs.
Why Me?
I have over 23 years of experience investing in the stock, commodities and bond markets. Additionally, I am fully commitment to ethics and integrity where I have a fiduciary responsibility to put your needs first. And because I am completely independent, you can count on unbiased recommendations and impartial guidance.