Specialty: Private Wealth Management & Mortgage Origination
Phone Number: (408) 840-1006
License #: CA Broker DRE# 01743894, NMLS 1490132, CA Insurance 0D75136
Office Address: 355 Woodview Ave #300, Morgan Hill, CA 95037
Bio: I began my career in financial services in 1993 and after graduating with an MIS degree from UCSC was recruited to work at a major wall street firm to manage money for high net worth families in the Bay Area.
In 2006 I obtained my CA Real Estate Brokers License and in 2009 I opened an independent wealth management practice in Morgan Hill, CA.
I have been part of FAREPA Silicon Valley Inc.'s Executive Board since 2017 as Treasurer and am the current 2020-2021 President.