We specialize in working with people who are self-made or early-generation wealth and are going to experience a period of transition (business exit, windfall, wealth transfer & inheritance, retirement, new job). Clients have $3M-$10M net worth and are looking to reduce taxes, protect their assets, and secure their family’s financial and investment strategy to achieve lifetime income. ------------------------------------------- REACH ME Phone: 714-516-3390 Email: [email protected] ------------------------------------------- I’m an Orange County, CA native and currently live in Newport Beach. I studied economics at the University of Texas at Austin and worked in institutional investment management at PIMCO for over five years. I love making and finding new music, attending concerts, and coaching youth football. Investment Advisory Services offered through Seamount Financial Group, Inc. Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Seamount Financial Group, Inc., is not affiliated with Grove Point Financial, LLC or its subsidiaries