Focus: Insurance Strategies, Investment Strategies, Business Owners, Financial Education, Retirement Income Planning
➤ The BULLISH MILLENNIAL
A generation full of misconceptions; I'm extremely proud to call myself a millennial. A movement full of entrepreneurial creators who believe in authenticity and having an impact in their community.
My standing principles are largely shaped by my background playing golf. A sport of integrity, honor, and respect. As somebody who genuinely wants my peers to succeed, it became my desire to build an amazing community around the most talked about generation.
➤ PROFESSIONALLY - "The Accidental Advisor"
When people ask how I decided to become an advisor, they're often a bit puzzled by my response..
.. "I have no idea" ..
Financial education was never a part of the conversation growing up. My parents were a showcase example of the middle class. My father earned his way up the corporate ladder, while my mother stayed home to raise the only child (hint: it's me). At most I noticed my parents checking the markets, but finances were always for the adults.
Truth is I have always held a different way of thinking, but always chose the familiar road. Go to school, get a stable job, earn a decent living, work hard, live frugally, and then retire.
Exciting times to be a Millennial Advisor.
Thank you for investing your time with us.
We believe the system's long-standing approaching to planning is outdated, broken and no longer works.
We believe in a way of THINKING differently.
Create an experience which is simple, user-friendly, transparent, and measurable.
Add clarity and confidence to your financial plan.
Future Champions Golf
Check the background of this investment professional on FINRA’s BrokerCheck
4275 Executive Square Suite 400
La Jolla, CA 92037