My mission is to help you achieve the same sense of financial empowerment I felt when I took control over my financial life.
I will partner with you to work through the financial stressors in your life. I believe that education is empowering, so I will be your partner to help you understand the financial challenges you face in your life so we can make an informed decision together. I will help you gain control over your finances, feel like you have some financial breathing room, and ensure you are making smart decisions with your money.
My Professional Story
After graduating from UCLA with a degree in Economics, I was unprepared to manage my own personal financial life. Credit Scores, Emergency Funds, and 401(k)s were all foreign concepts to me and I felt overwhelmed. When I started learning how to best manage my own personal finances, I was hooked. I knew I found my professional calling and personal mission. At the time, I was working for one of the largest institutional investment firms in the world and I took it upon myself to prepare for a successful career transition into personal finance.
I earned my CFP® (Certified Financial Planner™) designation in 2009 to learn the fundamental skills of comprehensive financial planning, covering the topics of Insurance, Investments, Estate Planning, Education Planning, Cash Flow Management, and Retirement Planning. I then worked for a variety of private wealth management firms to cut my teeth in client service and the soft skills of financial planning. Next, I earned my MBA from the University of Michigan - Ross School of Business (graduating with High Distinction) to learn how to run a successful business and scale financial planning.
I launched Ballast Point Financial Planning to be your accountability partner in achieving your financial goals and dreams.
My Personal Story
I met my wife Jen when we were both undergraduates at UCLA - Go Bruins! We are both California natives and enjoy very active lifestyles. We live in the Bay Area and on the weekends you may find us running a local road race, camping in Napa Valley out of our Subaru, fishing, spending time with our six nieces and nephews, skiing/snowboarding...pretty much anything outdoors. We also enjoy photography, travel, and ample amounts of sunscreen.
We love road trips and have driven across the country five times together. I have visited 47 out of the 50 states, but still need to hit Iowa, Alabama, and South Carolina.
I am an avid runner and in 2015 I set my personal best time of 2:58:22 (6:52 min/mile) at the Boston Marathon. To date I have completed 8 marathons including finishing 19th overall at the 6th hardest marathon in the world as rated by the Weather Channel.
I love spending time with Jen, family, and friends, as evidenced by these pics!