Serving Redondo Beach and Manhattan Beach
As an LPL Financial Advisor with Kinecta Wealth Management, I am passionate about assisting individuals in achieving their financial goals and ensuring their confidence. With over 20 years of experience in the financial services industry, my primary responsibility is to help clients work toward preserving their wealth. I specialize in various areas of financial services, such as IRA Rollover Services, pension reviews, annuity reviews and retirement planning. These areas of experience allow me to provide comprehensive financial services tailored to address each client's unique needs and aspirations.
Continuous learning and staying on top of industry trends are crucial to providing the best possible service to my clients. I am committed to delivering exceptional results, which is reflected in my having been inducted into the LPL Financial Director’s Club. Before beginning my career, I obtained my bachelor's degree in business administration and finance from California State University at Dominguez Hills.
Building trust, educating, and listening to my clients are fundamental aspects of my approach. I believe success is not only measured by achieving financial goals, but also by ensuring my clients maintain a high comfort level with their investments. By thoroughly researching investment options and tailoring my recommendations, I aim to assist my clients in striving for their desired short-term and long-term objectives while instilling confidence. Witnessing my clients pursue what is most important to them through a plan we have created and worked on together brings me immense satisfaction. Knowing that I have positively impacted their lives is the best feeling in the world.
Outside work, I reside in Redondo Beach with my wife, son, and daughter. I take pride in supporting my son at his ice hockey games. I also enjoy traveling, cooking, working out and spending quality time with my family and friends.
Registrations held through LPL Financial: Series 7, 63 and 65.
Registered for Securities in the following states: AZ, CA, CO, FL, MN, MO, NV, OK, TX and WA.
Check the background of this investment professional on FINRA’s BrokerCheck.