At FLC Capital Advisors, I primarily focus on assisting the portfolio management team leveraging my extensive experience in the financial services industry. I have spent the last nine years working as a trader and investment specialist, a journey that has been both challenging and immensely rewarding. I have a series 65 license and in 2018, I earned the Chartered Market Technician (CMT) designation, which has significantly bolstered my analytical skills and market insights. My academic background includes a degree from San Jose State University, where my fascination with the financial markets and the economy first took root.
I am passionate about helping people navigate the complexities of the markets to build a secure and prosperous future. What I enjoy most about my job is the dynamic interaction with the markets, constantly learning about new strategies, and striving to make our business operations as efficient as possible. It is deeply fulfilling to know that my efforts are helping individuals, families, and businesses achieve their financial goals. I firmly believe that the greatest value I can provide to my clients is delivering the expected results, ensuring their trust and confidence in my abilities.
Originally from Pacifica, California, I now reside in the Coachella Valley with my wonderful wife and our four energetic sons. Outside of my professional life, I am actively involved in the community, serving as President of the School Board at St Theresa School in Palm Springs. In our free time, my family and I are passionate about hockey. Most of our weekends are spent at the ice rink, enjoying the sport and the quality time it brings us together.