General Agent/Investment Advisor Representative
- Experienced Financial Services Executive with more than 30 years of experience in Financial Planning, Insurance, and Risk Management.
- FINRA Series 6, 7, 63, 65, 24, 26, 53, Life Insurance, Accident & Health and Variable Annuities
- CA Insurance License #0697821
Cambridge Financial Partners, LLC., Newport Beach, CA
Financial Advisor, 2008 - present
AXA Advisors, LLC., Irvine, CA and Los Angeles, CA
Chief Marketing/Executive Vice President/Divisional Vice President, 1986 - 2008
Division 1 Tennis Player UCLA, UCI 1980 - 1985
Bachelor of Mathematics Degree with emphasis in Probability and Statistics, 1985
University of California, Irvine | Irvine, CA
He and his wife Joanna have 3 children, Katie, Maddie and Jonathan, and make their home in Newport Beach, CA. In his free time, he enjoys spending time with his family, playing tennis and working on restoring vintage cars.