Or visit one of our 39 locations
Or visit one of our 39 locations
Financial Advisor, SDCCU Investment Services - CA Insurance LIC# 0F20989
I began my career in the financial services industry while I was in college in 2003 as a bank teller at Washington Mutual. I quickly learned that not only did I enjoy financial services, but I also loved working with people and maintaining client relationships. After college, I joined my father’s financial advisory team at Lincoln Financial Advisors in La Jolla. I had a great time working one-on-one with my father and learning from one of the best. After my father retired in 2012, I ventured out on my own, joining MetLife and their financial planning division in San Diego. There, I obtained my LUTCF® designation, which provided me with in depth training in life insurance and annuities. During my time at MetLife, I headed the Death Claims department as their Certified Death Claims Specialist, helping clients navigate the life insurance claims process during those difficult moments for many families. I enjoyed my time at MetLife, but was drawn to a smaller community feel. In 2017, I found that community and joined SDCCU Investment Services.
In my free time, I enjoy spending time with my family, my wife Laura and our three children. I also enjoy golfing, mountain biking, dining on the coast and various outdoor activities with my friends and family.
I take great pride in truly understanding the intricacies and relevant details of each investment product so that the features and benefits can be fully understood by my clients. I have helped many clients pursue their financial goals by listening to their needs and tailoring a plan to address their goals. My clients are always at the center of everything I do as an advisor.
• Bachelor in Business Administration with an emphasis in Finance from Cal State, San Marcos
• LUTCF® designation
• FINRA Series 7, 66 licenses held through LPL Financial
• CA Insurance License #0F20989
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CLS.
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Thank you for your interest in applying for a low-rate credit card from SDCCU. You can apply by one of the convenient ways below.
Open an account online to become a member.
Once you are a member, apply for your credit card through Internet Branch online banking.
Open Account
There are many convenient branch locations throughout Southern California.
Find Branch
Thank you for your interest in applying for a low-rate auto loan from SDCCU. You can apply by one of the convenient ways below.
Visit a Dealership.
When you’re at the franchise dealership, tell them you want to finance through SDCCU. Upon approval, they can set you up for membership and complete your loan on the spot.
There are many convenient branch locations throughout Southern California.
Find Branch
Open an account online to become a member.
Once you are a member, apply for your auto loan through Internet Branch online banking.
Open Account
Thank you for your interest in applying for a personal loan from SDCCU. You can apply by one of the convenient ways below.
Open an account online to become a member.
Once you are a member, apply for your personal loan through Internet Branch online banking.
Open Account
There are many convenient branch locations throughout Southern California.
Find Branch
Log into Internet Branch online banking to apply for this loan under your existing account. If you want a separate account, use the New to SDCCU options to the left.
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