As the CEO and President at Iron Point Financial Advisors, I serve as a Registered Principal, OSJ Branch Manager, and financial advisor. With over 35 years in the financial services industry, I've had the privilege of working with a diverse range of clients and organizations. My career journey began with roles at Charles Schwab, Brecek & Young, and then Rios & Associates, which eventually became Iron Point Financial Advisors when I purchased the organization.
I hold a degree in economics from Santa Clara University, and over the years, I've earned the Behavioral Finance Advisor (BFA) designation. Additionally, I possess the Series 7, 8, 24, and 66 securities licenses, as well as a CA Insurance License (#0G04573). These qualifications have been instrumental in shaping my holistic approach to advising, allowing me to provide comprehensive wealth management and life planning services.
What motivates me most is the opportunity to tackle complex problems, whether it's simplifying a challenging concept for a client or helping a business owner navigate intricate financial landscapes. I believe that the greatest value I can provide for my clients is helping them create actionable plans that offers a sense of security. I take pride in distilling complex issues into easily digestible insights, ensuring my clients feel confident and informed. My approach is rooted in a commitment to pursuing the best possible outcomes for both individuals and corporations. With ample knowledge and experience in wealth management and life planning, I am dedicated to helping my clients achieve their financial goals and secure their futures.
As a native of the West Coast, I now reside in beautiful San Diego with my wife, Juli. Together, we have five wonderful children who keep us busy and fulfilled. In my free time, I enjoy attending my children's sporting events, spending quality moments with family and friends, golfing, and taking trips to the Pacific Coast.