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:
Private Wealth Manager at Creative Planning
Wealth Advisor at Halbert Hargrove
When Not in the Office:
If I’m not spending my weekends teaching CFP courses at UC Irvine then 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.
What Do You Enjoy Most About Your Job?
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.
What Do You Enjoy Most About Working at KARWA?
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. On top of that, I am constantly in awe of everyone’s knowledge, expertise, friendliness, and willingness to help each other and our clients succeed. I feel grateful and proud to be working with everyone here.
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. I truly believe that combining our investment strategy with our wealth management advice my clients will never have to worry about money again.