He especially enjoys creating plans for clients who are close to or just beginning retirement and are concerned about reaching their retirement goals.
Joined Lido: 2019
Homebase: Chicago
Professional Focus: Creates advanced financial plans for our clients, while ensuring all aspects of a client’s financial life are accounted for when making big life decisions.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.A., Business Finance & Business Marketing, Cal State University, Fullerton
Previous Work Highlights: He began his career with RAI Wealth Management as a relationship manager for ultra-high net worth clients.
Personal Facts: Served as President of Alpha Epsilon Pi in Orange County, California.
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