Best Stock Broker Orange Near Me

4worldlovers: What's most important to your family? Is it putting your children through college, saving for retirement, leaving a legacy or something else? I can help you prioritize your needs and define your goals.

In 2007, I served as National Accounts Manager at Cable Exchange. My responsibility was to negotiate agreements with C-level executives that included corporate rebates, product development and insurance liabilities.

During this period, I was co-founder and president of LOM Investment Group in Orange County. I loved running this group. After running the club for three years, it was acquired, and I decided to become a financial advisor.

In 2011, I started at Edward Jones. While here, I received my AAMS designation through the College of Financial Planning and CFP certification through UCLA. I proudly commit to the code of ethics and agree to pursue continuing education.

Today, I am a limited partner at Edward Jones and serve on the leadership team.

As an alumnus of the University of California Santa Barbara, I am active in supporting UCSB events in the area.

My beautiful wife, Ashley, directs events at the University of La Verne. My son, Wyatt, has the biggest smile you have ever seen. Our dog, Maggie, loves to play fetch. In our free time, we like to travel and volunteer in a variety of roles at the OC Alzheimer's Association.