Meet the Advisor

With roots tracing back to the Philippines, my journey in the United States began in 1982 when my family and I settled in the vibrant community of San Diego, California in which I continue to live and work at. From my father, I inherited the invaluable lessons of hard work and the importance of saving for a rainy day.

My interest in investing sparked when I observed a prevalent lack of financial literacy within my community and peers. Recognizing the transformative impact that sound financial advice can have, I discovered my passion for becoming a Financial Advisor.

For over 27 years, I’ve dedicated my career to the financial service industry, specializing in holistic financial planning and wealth management solutions for clients. As a Chartered Retirement Planning Counselor (CRPC) certified, I bring a specialized focus on crafting comprehensive financial plans that align with the unique goals and aspirations of my clients.

My wife and my son serve as a continued source of inspiration and motivation for my commitment to transparency, integrity, and lived life experience in my clients’ relations.

Outside of the financial world, I am actively engaged in the community and pursue various hobbies. Whether it’s hitting the golf course, embarking on family travels, or exploring local trails through hikes, I believe in a balanced approach to life that enriches both professional and personal dimensions. My commitment extends beyond numbers, it’s about fostering financial well-being and enhancing the quality of life for those I serve.