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Highlights

START DATE

Industry: 2009
KAR: 2021

EDUCATION

B.S., Business Administration
University of California, Berkeley

PRIOR WORK EXPERIENCE

  • Private Wealth Manager –
    Creative Planning
  • Wealth Advisor – Halbert Hargrove

CERTIFICATIONS AND CREDENTIALS*

  • CFA Charterholder
  • Certified Financial Planner®

RECOGNITION

  • 2023 40 Under Under 40, Irvine Chamber of Commerce
  • Featured multiple publications including Barron’s Advisor, Financial Advisor, Wealthmanagement.com, and Citywire
Fun Fact
I started learning about investing when my best friend in high school told me he got his new car with profits from trading. Decades later I found out he got it from his parents, but I was already hooked.
Q: What Do You Enjoy Most About Your Job?
A: Becoming a Wealth Manager has been my life-long goal, and I am very fortunate to be able to work with my clients. I enjoy learning about everyone’s unique situation and developing strategies to help them accomplish their goals. It means the most to me when my clients tell me that they trust me and feel confident in their future. In fact, one of the best compliments that stuck with me over the years is that I bring a calm presence to wealth management.

Q: What Do You Enjoy Most About Working at KARWA?
A: I love the team-oriented environment! We are extremely proud of our honest, cooperative, and transparent culture and everyone has a significant role in shaping this culture. I am constantly in awe of everyone’s knowledge, expertise, friendliness, and willingness to help each other and to help our clients succeed. I’m grateful and proud to be working with everyone here.    

Q: What Do You Hope to Achieve for Your Clients?
A: I hope to help them reach their financial goals in life and give them peace of mind along the way. I believe that by combining our investment strategy with our wealth management advice, my clients will have more opportunities for building their wealth and achieving success.

Q: What Are You Involved in Outside of Work?
A: When I’m not spending my weekends teaching CFP courses at UC Irvine, you will find me with my wife and daughter as well as our Shiba-Inu, Friday. I enjoy spending time with family, gardening, traveling, and staying active.
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*If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.

The 2026 “Banking & Finance Visionaries” honor was given by LA Times Studio in March 2026 and covers the year 2026. KAR has not paid fees to LA Times Studio to obtain or participate in the award. KAR sponsored an ad in the 2026 Banking & Finance publication but doing so was not a prerequisite to winning the award.

The 2025 “Best-In-State Next Gen Wealth Advisors” ranking was given by Forbes in August 2025 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.