Services Offered:
- Financial Planning
- Investment Management
- Retirement
Fee Structure:
- AUM
Fee Only? yes
About Me
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I'm a CERTIFIED FINANCIAL PLANNER™ (CFP®) and fee-only registered investment advisor with Lake Avenue Financial in Pasadena, CA.
I hold a bachelor’s degree in Finance from the University of Miami in Coral Gables, Florida. As an undergraduate, I developed an affinity for investing and was profiled in a 1998 issue of Worth Magazine highlighting the democratization of personal finance through online brokerage firms.
To this day I remain passionate about leveraging technology to provide clients with a modern and interactive financial plan with an emphasis on the client experience.
Investment advice offered through Integrated Financial Partners, doing business as Lake Avenue Financial, LLC, a registered investment advisor.