Duarte, California, United States
I am a Vice President and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals. I have over 10 years of experience in financial services. Prior to this role, I was a Wealth Advisor at Mendes Wealth Management and a Financial Advisor at Morgan Stanley. I joined J.P. Morgan in January of 2024. I hold the required FINRA Series 7, 63 & 65, life & health insurance licenses and do business with residents of California, Texas, New York, Florida, South Carolina, New Mexico, and Arizona. Wealth Management Certified Professional (WMCP®) The mark of WMCP® is the property of The American College of Financial Services and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation. The College can disallow use of the WMCP® if advisors do not adhere to the program's ethical standards, continuing education, and other requirements. My amazing wife and I have 3 sons and a daughter, along with a dog and 4 cats. We enjoy traveling, especially abroad as we have family in China, Portugal, and Brazil. Our children keep us very active with baseball, tennis, and dance between the four.
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