I was born and raised in St. Louis, Missouri where my family instilled traditional Midwest values. Upon completing my secondary education, I joined and served in the United States Marine Corps which brought me to Southern California. After the military, I worked as an engineer and in 2016, my dream of owning my own financial services business came true as I founded Inception Financial Services with business partner Ken Taing, CPA. Together we developed the strategies that set Inception Financial Services apart from traditional institutions.Risk is an inherent aspect of wealth management. Yet for many advisors, their approach to risk begins and ends with investments. While an essential part of strategic financial planning, we believe that investment risk is only one component you need to manage. When you break down all the areas of your life that connect to your finances, you’ll find that risk lives nearly everywhere. But with careful attention to these risks, you can overcome costly challenges:• Market Crash: Diversified investments that limit exposure during unexpected market drops.• Taxation: Create strategies to reduce your taxes.• Inflation: Protect your income by growing against inflation.• Life Longevity: Design financial strategies that address today’s longer life spans.• Healthcare Costs: Guard against unforeseen, costly health events.• Business Risks: Properly manage health benefits, succession strategies, and other essential aspects of your business.With a broader concept of risk guiding you, we believe you’ll be better able to preserve your wealth and protect the people and experiences in life that matter to you. No matter where you are in your journey, we can help you put these essential risk-management strategies in place.
Listed skills include Management, Sales, Account Management, Sales Management, and 27 others.