My Background

As a financial advisor, I sincerely believe that most people want to do what's right; right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I formed I.Z.X. Financial & Insurance Solutions. After 20 years working as a small business owner, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.

You can take comfort in the fact that I have been a proud resident of the San Diego community for 35 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving husband and father, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information we have to offer.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that hold my Certified Financial PlannerTM CFP®, Chartered Financial Consultant® ChFC®, and Chartered Life Underwriter® CLU®  designations and am a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company. I am also a Registered Representative licensed to sell securities through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.  

In addition to my over 10 years of experience, I hold a Bachelor's Degree from The University of San Diego and an Master's Degree from San Diego State University. I am also a graduate of New York Life's well regarded training program, NYLIC University, and have been named to New York Life's Council1 for 9 consecutive years between 2014-2022.

Of course, my background isn't really the one that matters. To be the best possible financial advisor, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

1Council is an annual New York Life company recognition program based on agent production levels from July 1-June 30.