As an LPL Financial Advisor with Kinecta Wealth Management, I am dedicated to helping clients pursue their life goals and providing them with financial confidence. With over 12 years of experience in the financial services industry, my primary responsibilities revolve around providing comprehensive family financial planning and retirement advice. Throughout my career, I have developed a specialization in working with Boeing and Raytheon employees. Understanding these individuals' unique financial challenges and opportunities allows me to provide tailored advice and strategies to help them navigate their financial journeys.
To ensure I can provide the best possible service to my clients, I have obtained several securities licenses that enable me to offer a wide range of financial strategies and ensure that I am well-versed in the latest industry regulations and practices. Before starting my career in the financial services industry, I attended California State University at Fullerton. I believe in the importance of ongoing communication and support. I regularly meet with my clients to recalibrate their goals and ensure they stay on track. Being the single point of contact for every major significant decision and need of my clients allows me to provide personalized attention and a seamless experience.
I am motivated by the opportunity to develop lifelong relationships with my clients and their families. Assisting them in retiring comfortably and accomplishing their life goals brings me satisfaction. I believe financial planning is not just about numbers but also about understanding each client's unique aspirations and helping them make informed decisions to pursue their dreams. When it comes to my role, what I enjoy most is creating connections with different people and having meaningful interactions.
I reside in Culver City, California. In my free time, I cherish the company of my daughter, Charlie, my wife, Jessica, and our playful puppy, Pepper. I also find joy in activities such as golfing, surfing, hiking, reading, and maintaining a focus on health and fitness.
Registrations held through LPL Financial: Series 6, 7, 63 and 65.
Registered for Securities in the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA and WV.
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