WHY I DO WHAT I DO

When I was growing up, I wanted to be a dentist. During that time frame, I heard my Dad talking about a guy he referred to as his “stockbroker.” My father’s interest began to grow in the stock market. Unfortunately, that didn’t end well with my family. The stockbroker my father was working with invested a large percentage of our money in one company. That company went bankrupt and our lives changed overnight. The lifestyle we were accustomed to was no longer there and available to us. That became my fuel.

It was the reason I went to California State University, Northridge and got a business degree. I developed an interest in stocks and how they function and work. Through that opportunity, I was able to start a career as a financial planner. I wanted to make sure that my clients and anyone I came in contact with would not have to go through what I went through and what I experienced.

The last 30 years have taught me to be very patient with the markets and with my clients. I’ve committed to take that negative experience and turn it into something positive by helping the clients I am able to help. This experience has shaped who I am today and who I will be for my clients moving forward.