I have been working with clients since 2010. I enjoy helping my clients meet their financial goals through comprehensive and holistic advice. I do this by tailoring financial strategies to each client individually, ranging from wealth management to wealth transfer. But my specialization and passion is with Retirement Planning. It is my mission to make sure that when my clients make a decision to retire, they do it confidently and comfortably.My credentials include:-CFP®, Certified Financial Planner-RICP®, Retirement Income Certified Professional-National Social Security Advisor Certificate -Bachelor of Arts in Economics, University of California Irvine-Certification in Personal Financial Planning, UCLA-Series 6, 63, 26, 51, 65, 7 and 24 Licenses-Licensed in CA, NV, AZ, NM, TX, ID, UT, and MO-California Life and Health Insurance licensedBorn and raised in San Dimas, I now reside in North Fontana. When I am not working I enjoy spending time with my better half, my family and friends, and my pup (Pumpkin). I love staying active, hiking, weightlifting, cooking, and most importantly traveling. I am also the Manager and Small Forward for “Net Profit”; a team in a men’s Sunday Basketball League.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.