We Treat Our Clients

After graduating from Loyola Marymount University in 2004, I moved back to San Diego and started working for a local financial services firm. Eventually, I made my way to back to the family business. I got my investment licenses, as well as my tax preparation license to begin the 2006 tax year. The rest is history. While it can be an interesting dynamic working with immediate family members on a daily basis, it gives our multiple generations of clients comfort and trust, knowing they are in good hands for years to come. 

My focus with our business is the tax aspect of financial planning. I earned my CFP® certification in 2011, and I am constantly seeking new opportunities to continue my education. While I’m extremely busy in the first few months of the year with tax preparation matters, I love the extra time I get to spend with my adorable French Bulldog, Pizookie, in the ‘off-season’. He is actually “the world’s largest Frenchie,” to be exact.

After working in the financial services industry in Los Angeles for three years during college and one year after graduating, I decided to move back to San Diego to learn the business from my father, George. Man, how time flies. Now I have been in the business for more than half my life, and I am focused on organizing client’s financial lives, along with bringing financial planning services to the next generation of clients who are still in the accumulation phase of their lives. I graduated from the College of Business Administration at Loyola Marymount University, where I had a double emphasis on finance and marketing.

I graduated from the University of San Diego with a degree in business economics in 2009. Finishing college in the middle of the recession, I came to work here with bit of reluctance at first. Growing up in San Diego and then staying for college, I figured it was time for me to branch out a little. Luckily, I ended up doing the opposite. I stayed in San Diego and married my college sweetheart, Erinn. I’ve grown to love working here, and I especially enjoy working directly with my clients. 

Whenever I do leave San Diego, it is usually to get a break from the sunshine. My extremely fair skin prefers colder and cloudier climates, which may explain why I have picked up an interest in skiing a little later in life. Erinn and I now live in Point Loma with our son, Nico. All my remaining free time outside of work is spent doing fun activities with my son while trying to keep him Band-Aid free.