Find Top Financial Advisors in Palm Desert, California

Financial planning is not only my career but more importantly, I regard it as my ministry, and my primary calling in life, second only to my faith in Jesus Christ, and to my family.

I began my career as a Financial Advisor in 2010 and I specialize in retirement planning for individuals and business owners, as well as financial planning for special needs families and divorcees. I am a graduate of Villanova University and hold a bachelor's degree in Economics. In addition to my CERTIFIED FINANCIAL PLANNER® certification, I hold a Finra Series 7 general securities license, and Series 66 uniform combined state securities license through LPL Financial, and a California life and health Insurance license.

My wife Kathy and I reside in the city of Corona CA, where I have been a resident for over 24 years. I enjoy being active in my community as well as in my church, Olive Branch Community Church.

Since I value a client's time, I make myself available to meet with them face to face at their homes, their place of business, or remotely via Zoom or Webex, if necessary. In my spare time I enjoy baseball (I am an avid New York Yankees fan), fishing, physical fitness, and volunteering at Olive Branch.

An effective financial plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right one -- one that fits your unique circumstances and grows with you. Financial planning is not a cookie cutter endeavor. No two clients situations are the same. Thats why it is so important for me to understand my clients complete situation. So that the plan we create can be designed to pursue their unique needs.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. I would consider it an honor to have the opportunity to earn your business.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Stratos Private Wealth is a boutique wealth management group that offers a unique combination of financial planning, life coaching, and investment management. Our team of professionals is dedicated to helping clients transform their financial plans from uncertain, disorganized, and passive to a journey with an ever-present guide. We proactively provide innovative ideas and watch for blind spots, enabling you to make the most of your finances and shift your focus back to the things you love most.

At Stratos Private Wealth, we specialize in working with busy professionals with equity compensation, business owners, and individuals seeking to delegate financial planning and investment management to advisors with expertise and training in the unique challenges of affluent families.