your high earning years are crucial to building wealth
I can SHOW you HOW TO TAKE control of your MONEY + BUILD WEALTH.
I wasn't always a personal finance expert
Frankly, all I really knew about money at that point was how to spend it.
Growing up, money management and investing was always a major challenge in our family. We went through cycles of having money, then losing it all, and then starting the cycle over again—for decades. The financial struggle was real and caused a lot of pain, as it does with so many families. Ultimately, my experiences motivated me to break the cycle and eventually become a Certified Financial Planner™.
Why i do what i do...
I started my career working for a firm that was heavily focused on making their own advisors money vs. clients. The firm was product sales driven and I saw the ugly side of the financial services industry. I witnessed unethical behavior and advisors taking advantage of clients.
I quickly realized this wasn't the path I wanted to continue or the culture i wanted to be a part of.
I wanted to provide real financial planning and meet clients where they were. I didn’t want to lead with product sales, I wanted to lead with advice and address every major aspect of a financial plan not just insurance or investments. I wanted to find a way to build off of my education, personal experiences and passion. I realized there is a way to be my authentic self and build a successful firm that does good things for people.
I had my why, and at this point, my what and how became clear.
I earned my Personal Financial Planning Certificate from UCLA, became a CFP® and founded WealthBuilders, LLC to help people protect and grow their wealth.
why I aim high
My beautiful family, that is it.
We love to spend time together, eat good food, go to the beach and parks, and stay active. Our weekends are filled up with kids’ activities, sports, family, and fun.
My wife of 10+ years is Edita, a full-time business executive. These two cuties are Camila and Cash. We also have two mini-dachshunds, Pickle and Mya. We love to travel domestically and internationally. Disneyland, Maui, and Cabo are our favorites at moment. Edita and I love a good happy hour and spending quality time with friends and family. Our goal is to continue saving for our financial future and build a legacy for our family.
Ready to take charge of your finances and build a strong future?