Qualifications
A native of Long Beach, California, I have been helping clients achieve their financial goals for more than two decades. I graduated from UCLA with a degree in economics and began my financial career providing finance and accounting services for major corporations as a CPA at Arthur Andersen & Co. I joined RBC Wealth Management as a financial advisor in 1993, where I specialize in retirement planning and investments. Additional responsibilities have included coordinating the branch office’s Equity Syndicate, Annuity and Mutual Fund distribution channels.
Personal
My wife and I have two children and are active in many local philanthropic endeavors. Among other activities, I'm an avid surfer and enjoy playing the guitar.