Advisory Services: Advisor
Education, Certifications & Credentials
- B.S. Economics, California State University, Northridge
- Chartered Financial Analyst® Charterholder
- Certified Financial Planner™ Certificant
Santa Monica, CA
Being physically active, a life-long obsession with cars/motorcycles, and motorsports
"Be the change that you wish to see in the world."
No, but I aspire to be a Labrador Retriever owner again soon
A meal I enjoy
I love Mexican and Indian food.
Someone I admire
Gene Kranz, retired NASA Flight Director - for his enduring leadership and ability to leverage teamwork to solve problems.
Something I aspire to
Attend the “24 hours of Le Mans” automobile endurance race in France - my favorite sporting event.
Something I’m honored I do
Volunteering for veterans and for people affected by cancer.
Something about WCF that makes me proud
Our total and complete commitment to partnering with our clients to serve their best interests & help them achieve their goals.