Serving Southern California
As a Qualified Plan Specialist with Kinecta Wealth Management, I implement, educate, and manage group retirement plans. With over 20 years of experience in the financial services industry, I am deeply passionate about helping people. It is the core of what I do and what drives me. Each day, I aim to assist people in solving problems and leave them better off for interacting with me.
As a retirement plan specialist, I am constantly in education mode. I seek knowledge from colleagues, peers, and clients to stay updated with industry trends and best practices. I hold a life insurance license and have obtained the Certified Plan Fiduciary Advisor® (CPFA®) certification to enhance my experience further. Being bilingual in English and Spanish allows me to communicate with and serve a diverse range of clients effectively.
My parents are hardworking immigrants from Mexico who instilled in me the values of diligence and preparation for life. Witnessing their dedication and guidance, I developed compassion for those needing financial direction. I believe the greatest value I can provide for my clients is confidence through communication. Fostering open and transparent dialogue ensures my clients feel informed and empowered to make sound financial decisions.
A native of La Puente, California, I currently reside in San Dimas with my wife and best friend of 30 years, Carrie. My faith is the most profound and important aspect of my life. I strive to live by example, bringing hope and comfort to others through my words and actions. During my free time, I enjoy exercising and exploring the community on horse trails, where I often go for runs. Additionally, I enjoy working on my classic Chevy, a red 1967 Nova SS. Traveling with my wife is also a passion we indulge in whenever we can, as it allows us to experience new cultures and broaden our horizons.
Registrations held through LPL Financial: Series 7 and 66.
Registered for Securities in the following states: CA, NY.
Check the background of this investment professional on FINRA’s BrokerCheck.