#1 Independent Financial Advisor 2022
Barron’s #1 Advisor in 2022 and 2017-2020; Top 10 Independent Financial Advisors 2013-2022, September 2022
#2 RIA Firm 2022
America’s Top RIA Firms,
November 2022
Industry Experience Start Date: 1995
KAR Start Date: 1998
Education: B.S., Kinesiology, University of California, Los Angeles
Prior Work Experience: Mutual Fund Trader (Institutional Clients) – T. Rowe Price Mutual Funds