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 a leader in the financial planning profession. I am an active member of the Financial Planning Association, serving as the 2015 President of the Los Angeles chapter. 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.