I grew up in a bicultural household shaped by grit, generosity, and the belief that education could change everything. My parents—first-time entrepreneurs who built a transportation business from the ground up—taught me that sacrifice, discipline, and long-term thinking aren’t just financial values; they’re life values.
At UC Davis, while learning to calculate income statements, I realized each class I attended meant another 3,000 miles driven by my father. That moment stayed with me. It’s what inspires the way I serve today: with respect for the stories behind the spreadsheets.
Though I began in civil engineering, I found my true calling at the intersection of economics, communication, and human connection. Over the past 15+ years in wealth management, I’ve learned that the best financial plans aren’t just about numbers—they’re about understanding people.
At 17 Mile Drive, we offer guidance rooted in empathy and clarity. Our mission is simple: to help clients feel seen, supported, and confident in life’s most important financial decisions.
On a personal note, my wife, Sarah and I live in Walnut Creek with our two dachshunds, Ralph and Mabel—grateful every day to call this community home as we look forward to the next chapter of our lives together.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
