I am a dedicated Wealth Advisor with Kinecta Wealth Management, entrusted with the responsibility of developing comprehensive plans to address the future income needs of my valued clients. With over 25 years of experience in the financial services industry, I have honed my expertise in guiding individuals toward financial freedom and independence.
My experience in the financial world began after I obtained a Bachelor of Arts in Business Management from Rutgers University. In 1998, I embarked on my career in investments, joining The Vanguard Group. In 2001, I moved to San Diego, where I served as a financial consultant. Finally, in 2009, I found my professional home with Kinecta Wealth Management.
One of the aspects I find most fulfilling about my role is the opportunity to assist clients in achieving their financial independence objectives. Whether it's college funding, retirement planning or other long-term goals, I am available to support and guide my clients every step of the way. Building long-term relationships is a source of pride for me, as I believe understanding my clients personally is critical to providing tailored financial strategies. My greatest joy is helping clients strive for a position where they can retire early. I am committed to ensuring clients have a solid financial plan, allowing them to confidently retire.
I reside in Long Beach, California, with my loving wife. In my free time, I like to explore my passion for cinema, attending movies and various film festivals. Additionally, I enjoy traveling and watching sports, finding relaxation and inspiration in these pursuits.
Registrations held through LPL Financial: 6, 7, 63, and 66.
Registered for Securities in the following states: AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, ME, MI, NC, NJ, NM, NV, NY, OR, SC, TN, TX, UT, VA, WA and WI.
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