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!