ABOUT ME

Born and raised in Stockton, CA, I found my interest in financial planning while I was in college at Fresno State. After speaking with two older members in my fraternity who were Certified Financial Planners (CFP®) and learning about what they do and how they help people, I was hooked. This was in 2014, and since then I have dedicated myself to learning all that I can around financial planning and personal finance.
After I graduated in 2015, I gained an opportunity with a Wealth Management Firm as an Associate Financial Advisor. A major benefit of my time there until April of this year, was that I was able to work directly with the owners of the firm which allowed me to gain an invaluable amount of information.

In addition to the mentor-ship I received, I earned the Chartered Financial Consultant (ChFC®) financial planning designation through the American College of Financial Services. This designation is awarded to individuals who have attained a certain amount of years of experience in financial planning and who have also completed several courses and exams related to the areas of financial planning. I have also earned the Certified Financial Planner (CFP®) designation which is awarded to individuals who have met certain requirements related to education, experience, ethics, as well as passing a huge exam related to financial planning. 
My goal with this website is to use the knowledge that I have learned over the years and the knowledge that I will continue to learn to provide advice to those seeking information and to help with financial literacy.