I am an LPL Financial Advisor with Kinecta Wealth Management. With over 12 years of experience in the financial services industry, my primary responsibility is to provide advice and guidance to my clients. I focus on financial planning, investment, and insurance strategies that help them pursue their goals, whether it's purchasing a home, funding education expenses, or planning for retirement accumulation and income.
I believe staying current with industry regulations and continuously expanding my knowledge base is essential in delivering clients the highest level of service and expertise. Before starting my career in financial services, I earned my Bachelor of Arts in Economics from the esteemed University of Southern California. The education I received has provided me with a strong foundation in understanding economic principles and their application to financial planning and investment strategies.
What motivates me in my profession is witnessing the relief clients experience when we develop a comprehensive financial plan that provides a roadmap to retirement and guides them in pursuing their important milestones. The ever-changing nature of the financial industry and evolution of investment strategies keeps me engaged and focused on continually seeking comprehensive solutions for my clients’ changing needs. Whether it's ensuring their children's college education is funded or enabling them to maintain their desired lifestyle in retirement, I am dedicated to creating personalized strategies that align with their unique aspirations. Building strong, long-lasting relationships is of utmost importance to me. I believe that a positive experience, characterized by trust, transparency, and exceptional service, is the foundation for fostering enduring partnerships.
Outside of my professional endeavors, I reside in Torrance, California, with my loving wife, Jennifer, and our two wonderful children, Evan and James. I spend much of my free time happily supporting my kids’ sporting endeavors. I also enjoy running and participating in various marathons.
Registrations held through LPL Financial: Series 7 and 66.
Registered for Securities in the following states: AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, MA, ME, MI, MN, NC, NJ, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, VT and WA.
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