Industry Start Date: 2009
KAR Start Date: 2021
Education: UC Berkeley, BS in Business Admin
Credentials: CFA (Chartered Financial Analyst designation), CFP® (Certified Financial Planner)
Prior to Joining KAR:
I was a Private Wealth Manager at Creative Planning
When Not in the Office:
I live in the South Bay with my wife and daughter. We also have a dog named Friday. I enjoy spending time with family, gardening, traveling, and staying active.
What Do You Enjoy Most About Your Job?
I enjoy learning about everyone’s unique situation and coming up with strategies to help them accomplish their goals.
What Do You Enjoy Most About Working at KARWA?
So far, I really enjoy the team-oriented environment and thoughtful approach to investment management.
What Do You Hope to Achieve For Your Clients?
I hope to help them reach their financial goals in life and give them peace of mind along the way.