San Diego, CA, US


  • Founder @ Satori Wealth Management, Inc.
  • Branch Manager and Financial Planner @ RIA - Financial Planning Firm
  • Financial Planner @ RIA - Financial Planning Firm


  • San Diego State University

    MSBA (Financial and Tax Planning)

    2007 - 2008
  • University of California, Riverside

    BS (Business Administration)

    1995 - 2000


  • Alternative Investments
  • Estate Planning
  • Series 63
  • Financial Advisory
  • Team Building
  • High Net Worth
  • Certified Financial
  • Financial Planners
  • Fixed Income
  • Bonds

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