My Background and What Brought Me Here…
My initial entry into financial services was with firms that paid commissions for the sale of products. Dissatisfied with that model, 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 PLANNER™ professional in 2007. I joined the Navigoe team out of a desire to be part of a boutique, comprehensive financial advisory firm, dedicated to delivering world class wealth management advice.
Why I Chose This Profession…
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.
Outside of Work, I’m Most Passionate About…
In the early months of the COVID-19 pandemic, my wife and I received the most joyous news of our lives. We adopted a beautiful baby boy. Raising him, and seeing the world through his eyes as he grows is the greatest privilege of my life.
When Not in the Office, Look for Me…
- At the park, Little Gym, or in the pool with my son
- Spending time enjoying good food with family and friends
- Learning to cook different cuisines (other than PB&J sandwiches and Dino Nuggets!)
- Trying to squeeze in a workout – CrossFit, swimming, running, tennis… anything to stay active
- Taking our dogs to the dog park or out for a walk
How I’m Advancing My Career Knowledge
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.