I’m that guy who makes your trip to the financial planner a lot more like that neighborhood tapas cafe, and a lot less like your high school accounting class. (This is where I mention that I’m half Spanish, so I know my tapas cafes. )
If you’re ready to create a financial plan that can work… one that feels like you’re played out on your yoga mat in savasana and not stuck in traffic missing class… check out our SERVICES.
Or better yet, book a consultation.
When I was 8 years old, I opened my first savings account.
It was a crisp, clear beautiful Saturday in Oklahoma City. A career was born!
Ever since, money has come natural to me.
Officially speaking, I’m a CERTIFIED FINANCIAL PLANNER™, or CFP. While I absolutely wear that acronym like I own the place (oh wait, I do own the place), it’s my ability to make investing and financial planning feel …
… that sets me apart, and makes me quite proud.
(Did that guy just say “cozy?”)
See, financial planning doesn’t have to be confusing, boring and blah. I’m that guy who actually loves things like compounding interest, ROI and financial statements.
I’m not a financial planner because my guidance counselor once told me I should give it a whirl.
I was meant to do this.
Watch this 3-minute movie reel and learn why we love what we do!