President, Your Wealth Effect
WHY: Wealth advisor; leads Irvine Spectrum office.
RECENT: National Association of Plan Advisors named him a Top 50 Retirement Plan Advisors under 40 for 2015 and 2016. Honored as “Premier Advisor” for 2008-2018 at Wells Fargo.
QUOTABLE: “I want to spend my time and energy on decisions that matter; I never want to stop learning; I want to maintain balance between today (i.e. spending money or eating well) and tomorrow (saving or staying fit).”
FUN FACTS: Varsity tennis; wife, Dina; son, Alex; daughter, Analise.
