I am passionate about the markets and assisting my clients with pursuing financial success. My business philosophy aims to help clients work towards their goals, whether it be to cultivate, grow and pass on wealth to successive generations and charitable organizations. As a Chartered Retirement Planning Counselor (CRPC®), I focus intently on the most common need for clients: financial planning for their future and retirement.
With upwards of 18 years in the finance industry, I joined Wedbush Securities, as I believe the firm best equips me to manage my client portfolios and helping my clients work toward reaching financial
goals. Prior to joining Wedbush in 2023, I started my career in finance at Morgan Stanley, before moving to Stifel Nicolaus. After nine years there, I moved to Edward Jones for seven years before moving to Wedbush.
Through my planning process, I work closely with specific professionals in various areas, including estate attorneys, certified public accountants, and more. With these connections and knowledge, I look to provide clients with a ‘team’ of diverse professionals working together diligently for the common good of my clients.
Born and raised in Southern California, I graduated with my bachelor’s degree from Cal State University, Fullerton. After a nearly eight-year stint in Boise, ID, my family and I now call Orange County, CA home. Outside of the office, I thoroughly enjoy spending time with my wife of twenty years and our three children.
Mission Statement
We strive to offer our clients our best effort every day and through each interaction. We strive to maintain acute awareness of their needs and goals through communication, competence, and commitment.
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!
I am passionate about the markets and assisting my clients with pursuing financial success. My business philosophy aims to help clients work towards their goals, whether it be to cultivate, grow and pass on wealth to successive generations and charitable organizations. As a Chartered Retirement Planning Counselor (CRPC®), I focus intently on the most common need for clients: financial planning for their future and retirement.
With upwards of 18 years in the finance industry, I joined Wedbush Securities, as I believe the firm best equips me to manage my client portfolios and helping my clients work toward reaching financial
goals. Prior to joining Wedbush in 2023, I started my career in finance at Morgan Stanley, before moving to Stifel Nicolaus. After nine years there, I moved to Edward Jones for seven years before moving to Wedbush.
Through my planning process, I work closely with specific professionals in various areas, including estate attorneys, certified public accountants, and more. With these connections and knowledge, I look to provide clients with a ‘team’ of diverse professionals working together diligently for the common good of my clients.
Born and raised in Southern California, I graduated with my bachelor’s degree from Cal State University, Fullerton. After a nearly eight-year stint in Boise, ID, my family and I now call Orange County, CA home. Outside of the office, I thoroughly enjoy spending time with my wife of twenty years and our three children.
Mission Statement
We strive to offer our clients our best effort every day and through each interaction. We strive to maintain acute awareness of their needs and goals through communication, competence, and commitment.
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!