As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Monarch School of San Diego
Board of Trustees - Meals on Wheels
Board of Trustees - USO San Diego
Former Member, Board of Trustees
- Professional Portfolio Management
- Municipal Bonds
- Fixed Income
- Alternative Investments
- Wealth Management
- Estate Planning
- Asset Management
- Philanthropic Services
- B.A. - Economics, 1992
San Diego State University
San Diego, CA - Financial Planning Specialist Designation
- Guided Portfolio Management Designation
- Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Insurance License, #oc14947
Life, Variable Life and Long Term Care
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- 2000
- Present: Morgan Stanley Smith Barney
Vice President
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
San Diego, CA - 1994
- 2000: ML Stern & Co.
Investment Executive
San Diego, CA
See Investing and Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.
• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.
Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.
The amount of income you’ll need in order to live comfortably once you retire may be more than you think. To help make sure you’ll be able to sustain the retirement lifestyle you envision, call or email us about a Personal Wealth Audit.
