The Dow as of the Previous Day’s Close
I believe that any investment goal should start with the individual in mind. Building wealth is a process that needs to be designed with wealth preservation as the most important priority.
It is my job as your financial advisor to create an asset allocation that focuses on individual needs and risk tolerance.
My priority is to learn about your personal financial situation and work with you to develop a customized plan. After creating a plan that outlines your financial goals it is my job to implement and maintain that investment plan to make sure we are on track. I believe it is essential to review each client’s portfolio because markets and goals are certain to change over time.
I utilize technical and fundamental analysis when making financial decisions. Using fundamental research helps find the companies worth buying. Technical analysis tells us when it’s time to buy and sell those companies.
I look forward to serving your long-term investment goals. Please feel free to cal me any time.
- Encinitas Tax Payers' Association
Board Member
Encinitas, CA - Surfrider's Foundation
Member
San Diego, CA - Cardiff School Foundation Treasurer
- Wealth Management
- Financial Planning
- Fixed Income
- Retirement Planning
- 529 Plans
- Executive Financial Services
- Municipal Bonds
- Exchange Traded Funds
- Institutional Services
- 401k Rollovers
- Precious Metals
- B.A. - Communications, 1993
University of California
San Diego, CA - California Teaching Credential, 1998
California State University
San Marcos, CA - Series 7, 63, 65 & 31 Licensed
- Life and Annuity Insurance Licensed
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- 2008
- Present: Morgan Stanley*
Senior Vice President
Portfolio Manager
Rancho Santa Fe, CA - 1999
- 2008: Smith Barney
Second Vice President - Wealth Management
Financial Advisor
Rancho Santa Fe, CA
For the latest Global Investment Committee report, please click on the Investing & Market Insights link on the left.
See Investing & Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Equities Show Resilience, but ..." Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the firm’s Global Investment Committee, says equity markets appear to be looking beyond the soft patch in the economic data, but they may not be forgiving for long.
• "Positioning Portfolios for (Slightly) Higher Rates" We expect interest rates to trend higher through the year, which is why we are recommending investors shorten the duration in their bond portfolios.
• "Our Favored Overseas Plays" We find opportunities in Japanese automakers, European industrial restructurings, overseas tech champions and companies that sell to emerging market consumers.
Plus, look for more on economics, real estate investment trusts, energy, gold and asset allocation.
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