FOUNDER,WMBC
WHY: Started Irvine financial advisory firm. Family business counts over 40 years, touts “well-being science” with focus on investment management, estate planning, taxation, retirement, life insurance, special family needs and more.
IN THE NEWS: Presenting Sponsor of Business Journal’s 2022 Family-Owned Business Awards.
QUOTABLE: “I look to bring the human element to the forefront of every decision,” he says on company’s website. “When we take into account a person’s emotions we can better understand their behavior and then develop financial systems that are aligned with how they are moving about the world.”
