I provide total planning services to institutions, corporate executives, entrepreneurs, business owners, professionals, individuals, and their families to develop and implement comprehensive financial strategies.
Our approach at First Capital Group begins with “Protection First.” By doing so, it protects the client, their loved ones, and their assets from unexpected life events: death, disability or long-term care needs. In addition, this allows our clients to better leverage their asset base over their lifetime. We believe thorough analysis of savings, cash flow, and expenses are vital for our decision-making process and helps our clients better understand their finances. Our process is a holistic approach that aims to provide a more secure asset base to purchase investments.
I have a Bachelor of Science in Business Administration with concentrations in management, economics and finance from Stevenson University. Prior work experience includes six years in the accounting industry and two years as a student tutor of finance. I am an active fisherman and conservationist. I emphasize the importance of family and education.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License #4075711.