- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Other Financial Planning
- -Tax Planning
- -Individuals and/or Small Businesses
Accounting & Tax
- -Tax Advice
Funds Used With Clients
Firm Client types
|Modern Dollar Planning||3 years||Feb 2016 - Present|
|Bridge Financial Planning||3 years||Feb 2016 - Present|
|Next Gen Financial Planning||3 years, 1 month||Jan 2016 - Present|
|Curo Financial Planning (office of Met Life)||1 year, 5 months||Jul 2014 - Dec 2015|
|San Diego State University||3 years, 4 months||Jan 2013 - May 2016|
|United States Marine Corps (Active Duty)||8 years, 4 months||Sep 2004 - Jan 2013|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
XY Planning NetworkMembershipThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Enrolled AgentDesignationAn Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and is empowered by the Department of the Treasury to represent taxpayers.
Articles and Answers
Licenses & Conducts
Next Gen Financial Planning
$400.0KTotal Assets Under Management
N/ATotal Assets Under Advisement
$80.0KEstimated Average Account Balance