My first forays into financial services were with firms that paid commissions for the sale of products. I sought out a better way to deliver financial advice, free of the conflicts of interest inherent in commission-based sales. I worked as an Investment Specialist at Charles Schwab before completing the requirements to become a CERTIFIED FINANCIAL PLANNERTM professional in 2007. I joined the Navigoe team out of a desire to be part of a full service financial advisory firm, dedicated to delivering world class wealth management advice.
I come from a family of educators. Both of my siblings, my mom, as well as numerous uncles, aunts and cousins are teachers or administrators. My academic interests took me in a different direction. I found early on that I had a deep interest in finance and economics. While a Finance major at USC, I realized that my desire to educate and help people was equally strong. I guess this apple didn’t fall too far from the family tree. So much of what we do, as financial advisers, is educate and help clients make good decisions.
I am passionate about health and nutrition. Let’s face it, I love food. At one point, I woke up overweight and out of shape. My love of food had gotten the better of me, and while I had stopped noticing, my doctor thankfully had not. It was time for a change. I found that real food, prepared simply, is more enjoyable. I started a vegetable garden and became instantly hooked. Few things are more satisfying than preparing a beautiful meal with the vegetables harvested in my own backyard. Additionally, I started running regularly and adopted our dogs, Piper and Buster. If my wife and I don’t take them out for their daily walk, our shoes and clothes and houseplants pay the price by becoming chew toys.
It is very important to me to be involved in the financial planning profession. I am an active member of the Financial Planning Association, slated to be the President of the Los Angeles chapter in 2015. Through the FPA, I have volunteered to provide pro bono financial planning to underserved communities, been a mentor to others new to the profession and wrote a monthly financial “tip” column for the FPA national site.