I believe in a full-service, custom-fit approach. No two lives are the same, so the financial strategies used for each person should be adjusted accordingly. I earned a bachelor’s degree in financial services and a certificate in personal financial planning from San Diego State University. (Go Aztecs!) I also hold the CERTIFIED FINANCIAL PLANNER®, Certified Private Wealth Advisor® and Chartered Financial Consultant® certifications.My education and designations have led me to build my practice using a holistic strategy approach. I evaluate all areas of your personal and financial position instead of individual aspects. Doing so gives me the ability to identify a strategy and provide you with personalized guidance.On a personal note, my family and I moved to San Diego County in the late '90s. From that moment, I fell in love with Southern California and knew I would never leave. My wife, Sandy, is a nurse at a local hospital, and we are raising three amazing daughters and one son who keep us young. I have a passion for sports, food and traveling. I am involved in my community through my children's school and enjoy participating in various foundations.Consider me and my team if you are looking for people who will take the time to truly understand what is important to you and follow through with an excellent client experience.