I am analytical, passionate, and a student of the industry that seeks to improve the lives of my clients through practical financial planning. My journey began as a young financial advisor in the training program of Wells Fargo Advisors working in a traditional brokerage office that smelled of rich mahogany. I then spent three years at Beacon Pointe Advisors in Newport Beach where I worked with individuals and institutions on asset allocation, investment selection, and custom hedging of concentrated stock holdings. I also sat on the firm’s investment committee and was the head of research for hedge funds, derivatives and other marketable alternatives. I now run a boutique financial planning practice through AdvicePeriod that specializes in working with professionals and entrepreneurs in the S.T.E.M. fields. I live in Tustin, California with my wife/best friend Brooke and our lovely daughter Penelope.
I am an open book and look forward to answering any and all questions!