Specialties
About Me
I have nearly two decades of experience in the financial services industry and hold three advanced designations to help me provide my clients with expert advice and personalized solutions.
I collaborate closely with my clients and their extended families to navigate the complexities of legacy planning. My goal is not only to provide you with financial solutions but to provide you a partner to navigate your unique situations. By doing so it will provide you and your family with peace of mind knowing you are prepared for the road ahead. My wife Cynthia and I live in Elk Grove, CA with our children, David, Amelia, Sophia and Cataleya along with our English Bulldog Walter. I believe the biggest gift a person can provide is time and support which is why I participate in several civic and community organizations as well as coaching and educating the youth through youth sports. My Community Involvement Laguna Sunrise Rotary Cosumnes Oaks High School Football Coach Cosumnes Service District Youth Soccer Coach Cosumnes Service District Youth NFL Flag Football Coach Next Level Sports Youth NFL Flag Football Coach Elk Grove Girls Softball Coach CA Insurance License Number: 0H99066. Resident State CA.
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Interests & Hobbies
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Always free for clients.
Credentials
CEPA, CIMA, CPWA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Investment and Insurance Products are: -Not Insured by FDIC or any Federal Government Agency -Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate -Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested This information is intended for use only by residents of (CA, CO, FL, MT, NV, NY). Securities-related services may not be provided to individuals residing in any state not listed above. For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence. Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.