After realizing my dream of moving to San Diego, I began my investment advisory career in 1982 as a financial consultant with EF Hutton. Although working for a Wall Street bank provided an excellent education in the financial markets, it became evident corporate agendas and priorities were not always aligned with their client's goals and objectives. I recognized for our financial advice to be truly objective, we needed to become an independent, fee-only advisory firm.
We founded Pacific Wealth Management in 1998. As professionals with almost four decades of financial advisory experience, we have successfully navigated the many good, bad and ugly market environments, while delivering intelligent financial and retirement strategies for high-net-worth investors.
A graduate of Rutgers University with a Bachelor’s degree in finance and business, I then earned my Certified Investment Management Analyst (CIMA) accreditation from the University of Pennsylvania’s Wharton School of Business, through the Investments and Wealth Institute. I have passed the FINRA Series 3, 7, 8, 63 and 65 financial services examinations, as well as hold life and disability insurance licenses (California). For relaxation, I enjoy most outdoor activities, including spending time in the ocean, the mountains or simply hiking the trails of North County San Diego with our Australian Shepherd/Border Collie mix, Kona.
