Having fulfilled my lifelong dream of moving to beautiful San Diego, I began my investment advisory career in 1982 as a financial consultant with EF Hutton. Working for a prominent Wall Street bank helped me gain invaluable knowledge about the intricacies of the financial markets. However, I soon realized the priorities and agendas of corporate institutions did not always align with the best interests of their clients. Recognizing the need for truly objective financial advice, I decided to establish an independent fee-based advisory firm.
In 1998, Pacific Wealth Management was founded with an unwavering commitment to our clients as fiduciaries. With over four decades of experience in financial advisory, our team has weathered a multitude of market environments, both favorable and challenging. Throughout our history, we have remained dedicated to providing intelligent financial and retirement strategies tailored to the needs of high-net-worth investors.
I earned a Bachelor's degree in finance and business from Rutgers University. I also obtained the Certified Investment Management Analyst (CIMA) accreditation from the Wharton School of Business at the University of Pennsylvania, through the Investments and Wealth Institute. I hold the FINRA Series 3, 7, 8, 63, and 65 financial services licenses as well as California life and disability insurance licenses.
When I'm not immersed in the world of finance, I find solace and relaxation in most outdoor activities. Whether it's exploring the ocean, venturing into the mountains, or simply hiking the trails of North County San Diego, mother nature consistently replenishes my soul while recharging my batteries.
