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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.
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