Financial Advisors at SDCCU Investment Services®

I bring 30 years of practical experience to members seeking help meeting their financial goals. My clients are not just a transaction and I take pride in the deep relationships that I have developed over the years. I create a partnership with my clients that is holistic in nature. I look at every aspect of your financial situation to develop a customized plan that will help you pursue your goals.

Serving: Mission Valley, Point Loma, Scripps Ranch and Mission Viejo branches.

I see myself as an essential part of my clients’ financial team, creating wealth plans that work in unison to grow and preserve their estate. I develop deep personal relationships with my clients and serve as a sounding board – not just for investment concerns, but also with other financial related matters: getting a mortgage, buying or leasing an automobile, choosing the best banking solutions, etc.

Serving: Encinitas, Solana Beach, La Costa and Del Mar branches.

Ever since I can remember, I have been passionate about helping people with their finances. At an early age I saw firsthand what can happen without proper planning. My father insisted on doing everything himself without consulting an expert and sadly that approach back-fired. My father lost everything and was left penniless late in life. After witnessing what happened in my family, I vowed to do everything I could to prevent it from happening to anyone else. You will not find anyone more passionate about helping you pursue your financial goals. I take a holistic approach and use my personal experience as a driving force in how I work with my clients over time. I’ve also had the opportunity to hire a financial advisor myself, so I have been in your shoes. I am committed to my clients’ success.

Serving: North Park, Sports Arena, Kearny Mesa, Mira Mesa, Hillcrest, Oceanside, Westminster and Costa Mesa banches

Investing and financial planning can, at times, be overwhelming and intimidating. I am able to break down the complex and put it into terms my clients can understand. My investment philosophy is to ask, listen and then provide advice customized to your needs.

Serving: Pacific Beach, UTC Regents and Balboa/Genesee branches

When we meet, you’ll find that I am a great listener, personable, attentive, detailed and organized. I have a unique ability to take complex topics and break them down to make them easier to digest. All my recommendations put your needs and best interests first. 

Serving: Escondido, Escondido Civic Center and San Marcos branches

I take great pride in truly understanding the intricacies and relevant details of each investment product so that the features and benefits can be fully understood by my clients. I have helped many clients pursue their financial goals by listening to their needs and tailoring a plan to address their goals. My clients are always at the center of everything I do as an advisor.

Serving: Chula Vista, Eastlake, National City, San Ysidro and Yorba Linda

I am very down to earth, straightforward and enjoy helping people - on and off the job. Many people feel overwhelmed, intimidated, and afraid to make a mistake with “investments”. With over 28 years of experience, I have developed a very good way to help people feel very comfortable with their choices.  First, I let them know that my employer is SDCCU and I am a registered representative with LPL Financial. Then I explain that after I have a very good understanding of their financial situation, then I can recommend a suitable investment strategy. When the transaction is suitable, they understand it, and I leave them with plenty of liquidity, I have a happy client. That is my ultimate goal – a happy client.

Serving: Murrieta, Temecula and Temecula North branches

I am open and empathetic and I focus on making people feel as comfortable as possible. I have a unique ability to break down complex topics to make them simple and easier to understand. When you leave a meeting with me, you will feel comfort in knowing you were heard and that the recommendations will be tailored to fit your unique needs.

Serving: Laguna Niguel, Alicia Parkway, Vista, Carlsbad and Sorrento Mesa branches

I listen and take great pride in educating my clients on the complexities of their financial lives. I try to take the anxiety out of investing by breaking down topics so that they can be easily digested and understood. I have over 25 years of experience as a financial advisor and enjoy building strong relationships and leveraging various solutions to help clients identify and pursue their financial objectives.

Serving: El Cajon, La Mesa, Santee and College Area branches
 

Whether it’s planning for a secure retirement, developing a strategy to pay for your child’s college education or simply getting professional feedback about your current investment options, I can help you create a personalized roadmap to help you pursue your financial objectives. When I respond to your needs, I am speaking to you, about you, and determining what is most suitable for you. You will leave our meeting knowing and understanding not only what I suggest, but also why I suggested it and how it will fit your needs.

Serving: Carmel Mountain, Poway, Rancho Bernardo and Rancho Penasquitos branches