During the 2008 financial crisis, I watched helplessly as family and friends lost their income, their jobs, and their homes. It was a difficult time for many people, and a desire to help eventually drove me to pursue a career as a financial planner after I finished my Business and Economics degree. I have been working in the financial planning industry since 2010, and with the advice and support of my mentors, I established IWM Financial.
In 2012, I married the love of my life, and in 2015 we welcomed our daughter, Penelope, the most adorable little girl on the planet (but I might be a little biased). I am deeply committed to my family, so I strive to live a life full of passion and purpose in order to be a better husband and father. Likewise, my faith is an integral part of my life and this molds my personal and professional relationships.
I earned a double major in Business Administration and Economics at California State University, Fullerton.
I am a CFP® Certificate Holder, completing my education at UCLA.
I’m a California native, living in Riverside, operating my business out of North Orange County, and am an active member of my church
Life of a young professional includes making a lot of big life decisions: buying homes, combining finances with a significant other, changing jobs, paying off loans, advancing educations, and more. There are tons of ways a CFP® can help guide these decisions with intentional advice.
IWM Financial is a financial planning firm that strives to bridge the gap between knowledge and action. We provide qualified and experienced financial planning so you can be intentional and successful in all areas of your personal and business finances.
We strive to effectively serve business owners and high -income millennials who generally have an entrepreneur’s mindset and who are seeking professional advice in real estate, debt management, and tax burdens and would benefit from an intentional decision -making process.
Where we work:
We primarily serve two areas: Orange County & Riverside County. We can, and often do, work remotely for everyone else.
Our Focus Areas:
The majority of our clients need support in the following areas:
CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Our clients tend have high income ($180,000-$1,200,000/year), which leads them to having daunting tax burdens, and want to do something about it.
Most young professionals don’t consider themselves as “rich”. However, the consistent act of saving regularly and faithfully will lead to meeting the big picture, long-term goals.
Our most valuable asset is our time. Most of our clients want to spend their free time with their families and friends, not worrying about their finances, so they seek an expert for guidance.
If you associate with these qualities, the next step if you contact our office to decide if we should work together.