In 2005, fresh out of high school, I embarked on my journey in the banking industry. Young and eager, I had much to learn about the dynamics of the environment and the essence of customer service. During this period, I encountered Jose, a client whose impact on my life and career was profound.
While assisting Jose with his transactions, I suggested making a deposit to expedite the process, to which he politely declined. Though I proceeded with his request, I couldn't shake off my annoyance at his refusal. My frustration escalated when I noticed he overlooked endorsements on several checks. Hastily, I asked him to rectify the oversight, inadvertently causing a check to slip from the counter. As Jose stooped to retrieve it, his expression mirrored that of my father's disappointment.
Realizing the gravity of my actions, I endeavored to make amends, yet my efforts fell short. The image of my father's reproachful gaze haunted me, prompting introspection on how he would have felt in such a situation. This encounter served as a poignant reminder that clients deserve the utmost respect and autonomy in conducting their affairs. Henceforth, I pledged to prioritize their needs, understanding that my role is to facilitate their objectives with empathy and diligence.
Financial planning is not just a profession; it's my passion—a journey that enables me to make a meaningful difference in people's lives every day. I liken myself to a human GPS for financial planning, guiding clients from their current position to their desired future with clarity and empowerment. As a fiduciary, I am unwavering in my commitment to prioritizing my client's best interests, ensuring that their trust in me is always upheld as the cornerstone of my practice.
I was born in 1987 in the city of Santa Ana, CA, and was raised in Costa Mesa, CA. I have a beautiful wife Mariana, and children Aaron, Olivia, Natalia, Juan and Carlos . I started in the industry in 2009 and fell in love with what I do. I love All Sports and have a Team for just about any mainstream sport I can watch. I run and play in a men's softball league. I have a Pomeranian Chihuahua named April. I am very family-oriented and enjoy spending quality time with them. I love to give back to my community. We love to Travel! My favorite color is red, as you can see in the photo gallery below. My faith empowers me in my journey and 1 Corinthians 13:4-8 “Love is patient, Love is kind” is my favorite passage. My favorite quote comes from the movie Rocky “It’s not about hard you hit, it’s about how hard you can get hit and keep moving forward”.
Securities and investment advisory services are offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Registered in: AZ, CA, FL, NV, OH, TX
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