I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner with over 10 years of industry experience helping people make smart, lasting financial decisions.
As Founder and President of Pacific United Planning, I personally collaborate with my clients to develop and implement comprehensive individualized plans. I provide objective advice and expertise on asset management, cash flow analysis, estate planning, insurance planning, retirement planning, and tax-advantaged investing strategies. I have extensive experience working with public employees (local, state, and federal) and small business owners. My end goal is for my clients to be able to meet all their financial objectives with confidence and peace of mind.
Growing up and facing my own financial decisions, I quickly realized how difficult it was to navigate and understand the complex financial world we live in. Something that may seem simple on the surface, such as budgeting and saving, can become quite complicated when you factor in someone’s personal situation. Little did I know that realization would help shape my career and lead me to where I am today.
I graduated from the University of Southern California with a Bachelor of Science in Business Administration in 2003. After college, I entered a family business in the wholesale industry and then in 2005, I started working in the mortgage industry. What stood out from those two experiences was the relationships I developed. I discovered that I loved working with people and helping them succeed. This ultimately led me to discover my passion sharing my financial insight with my clients. I formally entered the financial services sector in 2007 and have never looked back. I immediately loved the work and the relationships I was able to build. Over a decade later, I am extremely fortunate to be able to work with a wonderful group of people whose financial success and trust remind me every day why I love my job.
My clients are my priority. I believe in developing strong, lasting relationships based on mutual trust and honesty.
In my personal life, I enjoy traveling and spending time with my wife and two kids. My interests include training Brazilian Jiu-Jitsu, playing tennis, and watching USC football.
Many people think all financial planners or advisors are “certified,” but this is not true. While others may call themselves financial planners, only those who have met the requirements and standards established by the Certified Financial Planner Board of Standards, Inc. are awarded the CFP® mark. Financial professionals who have fulfilled the certification requirements are held to a higher standard of professionalism, competency, and ethics. We are held to a fiduciary standard of care in which we are required to act in the best interest of our clients.
What are the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional?
Read more about the CFP® designation by visiting http://www.cfp.net.