Our team believes it is important to prioritize understanding your goals before you begin investing with us. We use an established process to build personalized strategies to help you achieve your financial goals. We will work with your tax and legal professionals to recommend investment strategies most suitable for you and your family. The focus of my practice is on retirees and individuals approaching retirement, retirement planning and estate considerations.
The administrative team is headed by Debbie Ramirez, office administrator. Her role supports the connection of client and financial advisor and is committed to providing you with an ideal client experience.
On a personal note, I have spent my lifetime living and working in Orange County and live in Fullerton with my wife, Anna and our two boys. Our daughter, her husband and our three grandson's reside in the San Diego area. I enjoy spending time with family, mountain biking, golfing, surfing and being at the ocean. My wife and I are active members of the Fullerton Free Church and enjoy giving back to the community and building relationships.