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12657 Alcosta Blvd Suite 470, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-31 |
Branch Locations
12657 Alcosta Blvd Suite 470, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leland High School | San Jose | CA | 08/2018 | 08/2019 |
| Dartmouth Middle School | San Jose | CA | 08/2016 | 06/2018 |
| Acadia Veterinary Clinic | Cupertino | CA | 10/2018 | 05/2021 |
| Leigh High School | San Jose | CA | 08/2019 | 06/2022 |
| Jcc | Los Gatos | CA | 05/2021 | 08/2021 |
| The Basin | Saratoga | CA | 08/2021 | 12/2021 |
| Acadia Veterinary Clinic | Cupertino | CA | 06/2022 | 08/2022 |
| Point Loma Nazarene University | San Diego | CA | 08/2022 | 05/2026 |
| Bay Club | Los Gatos | CA | 06/2023 | 08/2023 |
| America Reads | San Diego | CA | 08/2023 | 12/2023 |
| Moe's | San Diego | CA | 11/2023 | 04/2024 |
| California Financial Advisors | San Ramon | CA | 07/2024 | 06/2025 |
| California Financial Advisors | San Ramon | CA | 06/2025 | 08/2025 |
| California Financial Advisors | San Ramon | CA | 08/2025 | 06/2026 |
| California Financial Advisors | San Ramon | CA | 06/2026 | Present |
Personal website: a personal portfolio where I write about personal finance topics, document current projects I am working on, and illustrate my growth in the financial advising industry. I write, edit, and publish posts and manage site hosting. The site provides impersonal investment advice, does not discuss securities recommendations, and no compensation is received. Content on this website is unrelated to my role at California Financial Advisors. Time devoted: approximately 1–2 hours weekly. Instagram - Finance Fix is a personal finance Instagram that shares practical money tips, mindset shifts, and smart financial habits. It provides impersonal investment advice, does not discuss securities recommendations and no compensation is received. Content on this platform is unrelated to my role at California Financial Advisors. Time devoted: approximately 1-2 hours weekly
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-31 |
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