PERSONAL CFO SERVICES with NO Conflicts of Interests. the way planning should be donE
Born in a small town called Yuma, AZ
(Dad was in the US army and stationed there)
Moved to sunny San Diego
Graduated Mt. Carmel High School and started at UC Santa Barbara...go Gauchos!
Graduated UCSB and started my career as a Financial Advisor at Signature Estate and Investment Advisors...a small firm at the time that has grown into a Nationally Recognized RIA with over 10B in client assets
Received the the Certified Financial Planner Designation
Graduated from University of Southern California with a Masters in Business Administration
Joined Fidelity Investments in the Torrance office and soon thereafter joined the Santa Monica office where I ultimately held the position of
Vice President, Senior Account Executive
Co-founded a Multi-Family Office in La Jolla, CA
Received the Accredited Investment Fiduciary Designation
Joined the family office for Sean “Puff Daddy/Diddy” Combs as Vice President, Finance & Business Manager...and Mr. C, you were right…Mo Money, Mo Problems
Joined Strome Group, the family office for Hedge Fund Pioneer Mark Strome, as Chief Operating Officer
Bienvenidos a Miami
Truly Unbiased is born!
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