Gene has more than 30 years of experience helping clients meet their financial goals. After graduating with a Bachelor of Arts degree in business and accounting from Western State University, he entered the business world as a certified public accountant. Moving from CPA to financial advisor in 1986 was a natural transition for Gene. His solid fiscal experience and insight allow him to work with clients on their financial objectives and tailor a plan that works for each individual's needs. Gene was awarded the 2009 Community Association Institute Educator of the Year award and continues to volunteer his time to teach financial classes to association managers throughout the country.
Gene was recently selected to be a member of the RBC Wealth Management Consulting Group, an exclusive company designation reserved for financial advisors who have achieved a high level of success in building consultative wealth management businesses. To qualify for the Group, Gene has demonstrated a commitment to helping clients build portfolios and accomplish other wealth management goals by offering personalized wealth management advice and customized solutions.
