My career in the financial services industry began in 2016. I've had the privilege of assisting both high-net-worth individuals and the business sector. My areas of expertise are diverse, covering everything from strategic 401(k) planning and tailored retirement strategies to customized portfolio management.I enjoy every facet of my career and the area I find the most fulfilling is my work within the Special Needs community. This personal calling led me to earn the Chartered Special Needs Consultant® designation (ChSNC®) and I'm honored to be among a select group of financial advisors in the United States who hold this credential.As a Chartered Special Needs Consultant (ChSNC®), my focus centers on supporting the disabled community with educated expertise, including:-Evaluating a child's eligibility for crucial government benefits such as Supplemental Security Income (SSI), Social Security Disability Benefits, Medicare, Medicaid, and more.-Cultivating essential relationships with referral partners like estate planning attorneys, insurance brokers, and CPAs with specialized knowledge in serving the disabled community.-Navigating the management of assets within special needs trusts to ensure meticulous financial oversight.-Creating comprehensive, tailor-made financial plans that span both the client's and their disabled child's lifetimes.My work in this community extends outside of the office. I'm proud to be an active contributor to The Arc of San Diego, a distinguished provider of special needs services. My involvement as a board member, Treasurer, and Chairman of the Investment & Finance Committee has given me a greater understanding of the needs of the families I support and extended my network of resources. Beyond the world of numbers and strategies, you'll find me enjoying my friends and family, traveling and exploring.I am a FINRA-registered Series-7, Series-66 Investment Adviser Representative. I also hold a California Life and Health Insurance license.