Welcome and thank you for taking the time to consider Optify Financial for your investment, financial planning, and insurance needs. I have spent my entire career assisting individuals, families, and organizations with pursuing their financial goals. Now I'd like to help you with yours!
Here's a bit about my background:
- Wealth Advisor and Founder at Optify Financial
- Over 20 years of finance experience, including 5 years at Edward Jones where I started in the financial services industry
- Prior to that I spent 15 years in corporate roles as an in-house Finance Director for several technology companies in San Diego, Los Angeles, and the Bay Area
Licenses and Certifications:
- Accredited Investment Fiduciary® (AIF®)
- Series 7 and Series 66 held through LPL Financial
- Life Accident and Health Insurance Agent License (CA Insurance Lic# 0I57299)
Education:
- Rutgers University (B.S.), Environmental Business Economics
- Babson College, MBA Entrepreneurial Studies
Awards and Accolades:
- Five Star Professional Wealth Manager (2021)
- Edward Jones 5 Year Service Award
Professional Organizations:
- Association for Corporate Growth (ACG), San Diego
- San Diego Regional Chamber of Commerce
- Co-Founder of Impact Networx, a social impact networking organization using business to advance social responsibility and environmental stewardship
Service Organizations:
- Solana Beach ECO Rotary Club
Volunteer:
- Padres Pedal The Cause - For A World Without Cancer
- 2018 Walk To End Alzheimer's
When not at work, I enjoy spending time with my family, golfing, and keeping active with my 11-year old yellow Labrador sidekick.