My Story

Like many Americans, my parents worked hard to provide a better life and opportunity for myself and my siblings. In addition to their day job, they established a small business and it was over time that I realized the lack of meaningful fiduciary advice for early-stage investors or successful individuals. This is what has motivated me to establish Coffeehouse Capital, a fee-only financial planning and wealth management firm with no account minimums typically found by large firms.

I started my financial industry career in banking and then in 2008 in the high-net-worth wealth management industry. I now provide comprehensive financial planning, wealth management and financial advice to a broader population.

It all starts with a conversation, let’s connect.

Education:

California State University, Fresno, BS, Finance

Designations:

• Certified Financial Planner™
• Chartered Retirement Planning Counselor^SM