A Forward-Thinking Firm Dedicated to Your Vision
We’re focused on helping you create the kind of financial picture that anticipates your challenges while establishing financial freedom. We follow a simple and uncomplicated process to address your needs and come up with a plan.
Unlike many firms or advisors, we also can incorporate private equity opportunities into your strategy, so your wealth has the edge it needs to thrive.
As a second-generation financial advisor, my drive is to take care of my clients, guiding them towards financial freedom and a work-optional lifestyle. I focus on creating original, long-term financial plans in addition to overseeing ongoing portfolio management.
I received my bachelor’s degree in business administration with a concentration in finance and marketing from the California State University of Chico. After graduating, I worked as a financial advisor with Edward Jones for five years and Wells Fargo for three years. Between these two jobs, I was able to provide financial guidance to over 1,000 clients.
In 2018, I founded Rincon Wealth Management with a mission to provide exceptional hands-on support to my clients. By working with me, my clients have access to unique private equity opportunities that are difficult to find elsewhere. My goal is to employ various wealth management strategies to help you achieve financial peace of mind, accomplish your life’s goals, and experience ongoing financial success.
Outside of work, I enjoy golfing, fishing and traveling the world with my family.
Designations & Registrations
- Series 7
- Series 66
- Life Insurance and Disability Insurance