From the first week of my first summer internship on the trading floor at Crowell Weedon & Co. in downtown Los Angeles, I knew that I wanted a career in finance. After that, every summer, winter, and spring break throughout high school and college were filled with me eagerly working within various departments at the firm.After some time, I noticed that we were only taking care of the investments for our clients. While returns are important, in the context of all human and financial concerns, there is more. This led me to obtain my CERTIFIED FINANCIAL PLANNER™ certification as a way to start taking care of people’s multiple human and financial concerns, not just their investment returns.My passion is producing valuable help for others. And we can only really help when we have a deep background of understanding, superior knowledge and a commitment to continually learn so we can produce more effective and strategic solutions in a rapidly changing world of politics, laws, demographics, technology and innovation.Currently, I hold the role of Chairman for the Financial Planning Association of San Gabriel Valley, serve on the board of directors for the Estate Planning Council of San Gabriel Valley, and am Branch Office Manager for the Claremont & Pasadena offices of D.A. Davidson. For the last ten years, I have been a student in a business owners’ organization, and am currently taking classes for the Accredited Estate Planning designation.My wife, Tiffany, and our two daughters enjoy CrossFit workouts, riding motorcycles, camping and cruises in our 1965 Volkswagen Bus.