With nearly a decade of experience in wealth management and financial co-nsulting, I am dedicated to helping individuals and families achieve their financial goals. As the Founder of Pacific Canyon Investments, I leverage my extensive expertise and a comprehensive suite of services to deliver personalized financial solutions tailored to each client’s unique needs.
How I Can Help You:
* Comprehensive Financial Planning: Utilizing my Certified Financial Planner (CFP) designation, I provide holistic financial planning that covers all aspects of your financial life, including retirement planning, estate planning, tax strategies, and more.
* Investment Management: With my Accredited Asset Management Specialist (AAMS) and Accredited Investment Fiduciary (AIF) credentials, I ensure that your investments are managed with the highest standards of fiduciary responsibility, focusing on your best interests.
* Portfolio Diversification: I specialize in crafting diversified investment portfolios that align with your risk tolerance and financial objectives, helping you navigate market fluctuations and achieve long-term growth.
* Tax Strategies: I can help you optimize your tax situation, reducing liabilities and maximizing your after-tax returns through strategic planning and investment choices.
* IPO and Equity Compensation: For clients experiencing IPOs or holding significant equity positions, I offer expert guidance on financial planning, tax strategies, and managing concentrated positions using covered call strategies to generate additional income.
Credentials:
* Certified Financial Planner (CFP)
* Accredited Investment Fiduciary (AIF)
* Accredited Asset Management Specialist (AAMS)
Experience: Over the past decade, I have had the privilege of working with High- and Ultra-High-Net-Worth clients, developing and managing comprehensive financial plans and investment portfolios. My journey began with humble beginnings, earning an Associate’s Degree in Behavioral Science from City College of San Francisco and a double major in Business Administration with emphases in Finance and Economics from Black Hills State University. This foundation has allowed me to ascend rapidly in the financial industry, culminating in the founding of Pacific Canyon Investments in 2024.
At Pacific Canyon Investments, we are committed to providing transparent, high-standard financial solutions that enhance client satisfaction and engagement. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, I am here to provide expert guidance and support every step of the way.
