06/14/2023
To the clients that helped me get to this point and anyone who supported me detailing, window tinting and wrapping business, thank you so much!
As some may know, I started this page as a college student working hard to pay his way through college. My dad had a stroke when I was 17 and that changed the financial picture for my family forever. This led to me working over 20 jobs in college and eventually starting my Business, The Lions Den, to help pay for my college education without financial support other than my hard work.
In December of 2021, I put a pause on this business and moved to San Diego for what I went to college for, business and finance, and started my financial planning practice.
The last year and a half has been nothing short of amazing and I’ve been recognized as a making history as top partner in our firm onboarding more than 75 clients in that first year of business, something only one other person has done and 1% of advisors nationwide accomplish. This led me to a formal leadership position in which I am now the college unit director of the top financial firm in the country. I have also been selected as 1 of 30 throughout the country to join our multicultural leadership cohort and development program.
Only 3% of advisors look like me in the industry of finance and I have been blessed to break barriers.
My team and I specialize in comprehensive financial planning which means that we take a look at your full financial picture and help our clients achieve the goals they have set for themselves through risk management, wealth building strategies and tax mitigation.
#1 life insurance company and #3 investment broker in the country, this allows us to provide a long lasting and relationship with our clients by creating custom plans to their goals.
I appreciate anyone who helped me through my last chapter because it allowed me the opportunity at my career; I couldn’t be in a better position. I’m living in the city of my dreams and working with clients all across the country. I love cars but the impact I make now is my true purpose. I would love to meet with you and extend my team as a resource.
Thank you so much❤️🙏🏾