Broker Check

Professional Background

In 2000, I began my career at one of the largest wealth management firms in the country. Over the next 17 years, I became more ingrained in managing the overall financial affairs of my clients. In 2018, I created Atlas Financial Planning to provide personal CFO guidance to a select group of successful families.

  • Received Bachelor of Arts Degree from California State University, Long Beach
  • Earned Certified Financial Planner Designation
  • Successfully Passed Series 7, 63, 66 and SIE Securities Examinations
  • Licensed with the State of California in Life, Accident & Health Insurance


Our Values

Our Values

Healthy Mind & Body: As an avid health enthusiast, I am a firm believer in a healthy lifestyle. What good is all this wealth if you don't live long enough to enjoy it?

Enjoy the Small Things: Life is a series of small events; appreciation makes them great.

Community & Family: Having seen the power of "community" within our local gym, church and family, it's important to remember we thrive better together.


Media Mentions