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Important Video Disclosures
I focus my professional attention on offering a comprehensive wealth management experience for my clients on both sides of their balance sheet. I seek to understand my client’s goals and beliefs to help them achieve their near- and long-term goals. I pride myself on providing my clients a quality financial services experience through a high level of service and advice so they may instead focus their time on what is most important to them: hobbies, family, career, and/or charities.
My parents are both immigrants (from China and Mexico) and I was born and raised in the melting pot of Berkeley. For college I crossed the Bay and completed my BA in Economics at Stanford University. As a globally minded individual, I completed my MBA at IE Business School in Madrid, Spain.
I started my financial services career in 1996 advising high-net-worth individuals and families. As a Financial Advisor, I have worked at several firms, including Wells Fargo Private Bank, Goldman Sachs, Citi Private Bank, and others. Additionally, I have served as Market President for First Western Trust a boutique private and commercial bank in Denver, CO. There I led a large team of seasoned advisors focused in providing comprehensive advice and execution across Investments, Lending, Banking, Financial/Estate Planning Strategies, and Insurance. I hold several financial designations including Certified Trust and Fiduciary Advisor (CTFA) through the American Bankers Association, Certified Investment Management Analyst (CIMA®), and Accredited Wealth Advisor (AWMA™). I am also FINRA registered, hold my CA Life Insurance licenses and my NMLS. Using my experience and knowledge I seek to provide an elevated level of advice and service to my clients.
In my free time, I enjoy spending time with my family which includes my wife and 3 kids. Together we enjoy the outdoors hiking, fly fishing, snowboarding, karting, and target shooting. I am a car enthusiast and enjoy being on a track or going for a spirited drive through the winding mountain roads.
As a Spanish-speaker, I enjoy supporting organizations focused on the Latin community as well as following the deep-seated Merrill tradition of participating in the communities we serve.
I am committed to helping you achieve your near- and long-term goals, while helping you plan your future and ultimate legacy.
Spanish & English
IE Business School
Stanford University
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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 Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1019073
Wealth Strategies Advisor
Bank of America, N.A.
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Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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