As Pacific Wealth Management’s Director of Research and Wealth Planner, I actively support our wealth and financial planning services, ensuring our clients’ financial plans and retirement strategies are current and optimized. My responsibilities as Director of Research include the analytical evaluation of both Pacific Wealth Managements proprietary research and the best of breed research we source from the Wall Street community. Additionally, I work to keep all our client financials up to date, while being a resource to help them efficiently utilize their personal financial website, Pacific Wealth Management’s Compass Center, so they remain informed and in control of their financial world.
I graduated with honors from the University of California, Berkeley and earned my Master of Science in Business Administration with a specialization in financial and tax planning from San Diego State University. I hold my CFP® certification which is recognized as the standard of excellence for financial and wealth practitioners committed to putting clients’ interests first. I hold the FINRA Series 65 license as well as life, accident and health insurance licenses (California). Outside of the office, I enjoy playing blues guitar, surfing and spending time with my wife and three kids.
