Designations
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Financial Analyst® designation
- Member of the Orange County CFA Society
- Named by Forbes as one of American’s Top Nex-Gen Wealth Advisors in 2021*
Work Experience
- Joined MAI in 2015 and specializes in investment management, financial planning, tax strategies, and estate planning solutions to help clients achieve their financial goals
- Prior to MAI, worked at First American Trust, an Orange County based investment firm, where he served as Vice President, Relationship Manager and Portfolio Manager
- Prior to First American Trust, worked at BNY Mellon Wealth Management, where he was responsible for overall wealth management and planning for high-net-worth clients
Life Outside of MAI
- Active member of the Orange County community, serving as a board member for University of California Irvine’s Center for Investment and Wealth Management
- Served as a mentor in the Orange County CFA Society, a board member of the Orange County Child Abuse Prevention Center, and a Big Brother for Big Brothers Big Sisters of Orange County
Education
- Towson University, BS in Finance
*In the case above, MAI responded to a survey from the sponsoring organization. In no case does MAI pay a fee to be considered for an award to participate in rankings. Further, MAI is not required to be a subscriber to Forbes to be included in their rankings or awards. Forbes Top Next-Gen Wealth Advisors: The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited date. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
