Born and raised in San Diego (La Mesa to be more specific). I am the father to 4-year-old triplets. I enjoy surfing, camping, and spending time with my family
As a financial advisor, my goal is to help families work toward their financial dreams with a personal, down-to-earth approach. I'm here to guide you in building a strong financial foundation that can give you confidence and lasting security. By getting to know your unique goals and dreams, we'll work together to create a plan that helps you aim for the future you've always wanted.
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
General Information |
| Insurance License#: | CA License # 4405829 |
| Name of Broker/Dealer: | LPL ENTERPRISE, LLC |
| States Licensed in: | CA |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning |
Services |
| Investment Types: | Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Your Office, Your Home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Accident, Annuity, Health, Life, Variable Annuity, Variable Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250K+ |
| Compensation Methods: | Based on Assets |
Disclosures |
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Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Visa |
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