Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs.
As a husband and a father I feel it is my duty to provide my family with the emotional support and financial stability we require to navigate the challenges that life presents. Understanding that each obstacle requires a different approach helps me to be that person they can rely on during both certain and uncertain times. I strive to provide a similar foundation to my business and client relationships. Given the volatile nature of the financial markets over the past several years, many people have lost faith in their ability to effectively plan and achieve their financial goals. My focus is to restore that faith and put clients back on track through the prudent balance of risk management and allocation structure within their portfolios.
I am dedicated to providing a one stop, concierge style wealth planning service. Clients leverage my knowledge and the vast network of resources I have to provide the most convenient strategies to help meet their needs. I also work with clients’ attorneys and tax advisors to address their specific financial situations and estate planning issues. This allows clients to focus on what is important to them: their families, health and professions.
My business philosophy is built on five primary goals:
1. Concierge style financial service for clients and their families
2. Understanding client’s needs and objectives
3. Providing clients capital markets understanding
4. Preserving client assets, while still participating in the markets
I earned my BA degree in psychology with a business specialization from UCLA in 2000. I have worked in the financial services industry since 2005, joining Bank of America/Merrill in 2006. I reside in the San Elijo Hills community of San Marcos, CA with my beautiful wife Jessica and sons Luca & Gianni. I am an active member of my church and spend my free time running, cooking and enjoying San Diego County with my family and friends.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Structured Credit Specialist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.