I grew up in Oceanside, CA and this is where my wife Ana and I are raising our 4 boys. Our family is everything to us. Coming from humble roots, I am passionate about sharing financial education so that others can take control of their lives, and potentially create a generational interruption for their family.
It doesn’t matter what your race, ethnicity, nationality, class, caste, religion, belief, sex, gender, language, sexual orientation, gender identity, sex characteristics, age, health or other status is.
We believe that financial education should be available to everyone.
All are welcome!
We listen to your story to develop growth opportunities and provide personalized solutions that work best for you. Through invaluable education, understanding and guidance, you’ll be able to gain more control of your money.
We will share with you, education on the services that we offer before we ask for your business. We never do business on the first interaction. We want to earn your business.
It’s about you, not us. We want to learn about where you are with your financial goals and where you want to be, to help you get there.
We have no ties to any insurance company or financial institution, we are an independent agency. It is our job to find the company that best fits your goals and needs.
We share with you, your step-by-step customized strategy that will get you to your goals.
We go through the entire application process with you to make sure you have all the requirements needed to complete that process.
It is our goal to build a long term relationship with you to make that your custom plan is still a good fit or make a adjustments as your family evolves.
Use my Calendar below to setup a
no-obligation phone call!