With over 40 years of experience as a Financial Advisor, I am dedicated to serving your financial needs and helping you work toward your immediate and long-term goals.
I believe that having an understanding of my client’s unique financial situation and future vision is key to selecting appropriate investments. I build long-term relationships with clients based on a prudent approach to investing and a commitment to customer satisfaction.
From 1970 to 1982, I served as First Vice President of a major California investment banking firm and in 1982, I established First Wall Street Corp. in La Jolla, California. In 2008, Wedbush Securities acquired the assets of First Wall Street Corp.
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
