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It is never too early to get started on your investment plans.

Tell us more about your goals, and we will get you started on a plan to achieve them.

It is never too early to get started on your investment plans.

Tell us more about your goals, and we will get you started on a plan to achieve them.

Business Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment

Business Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment

Business Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: by appointment

Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.

Why should I make a financial plan?

It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.

What should a financial plan include?

You should meet with us to review your plans every five years, or before any major life transition.

How often should I update my financial plan?

Frequently Asked Questions

Research

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Oil Forecast for 2024

Here is my take on how the Oil market price will average out this year. I have included research from other sources that I feel have been fairly accurate in the past and have credibility.

Crafting Your Ideal Retirement Lifestyle

Design a retirement lifestyle aligned with your aspirations and finances, including budgeting, hobbies, travel, and healthcare.

Planning Futures

Since 2000, I've guided individuals with 401k/403b accounts, personally managing daily investments to keep your retirement on track. In our ever-changing world, my approach ensures adaptive investments for maximum returns. Questions about investments, taxes, retirement, or estate planning?

I provide precise information tailored to your needs.

A Proven Approach

I start by clarifying our fee structure and explaining the different ways we can help. Then I analyze your goals, time horizon and risk tolerance against your current portfolio to customize an investment strategy that will have a much better chance of meeting your financial needs.

What I can help you with

About Me

People always comes first

The most important asset people have is their family. Money is also an asset but it is usually used to take care of the family. Hence, the more money people have is just additional security for the family in most cases.

This philosophy is the basis for how I was raised. I was born in Los Alamos, New Mexico and raised in Corrales (A small town just outside of Albuquerque). As soon as I graduated from Cibola High, I moved to San Diego, CA to go to College. After graduating with an MIBA - Master in International Business, I started looking around for a business to start.

found financial services and realized that this is what I wanted to do. It was the combination of the two things I felt passionate about - People and making money. After getting a Life and Health Insurance license, series 6, 63,7, and 65 licenses, and working for some large financial institutions, I started my own RIA in 2015.