FINRA Series 3, 7, 9, 10, 15, 31, 63, 65California Life Insurance License # 0D81675
I am a CERTIFIED FINANCIAL PLANNER™ professional with Woodson Wealth Management. I started my career in financial services in 1992 after earning a Master of Business Administration with a concentration in finance from Long Island University, C.W. Post.
In addition to the CERTIFIED FINANCIAL PLANNER™ designation, I have also earned the Chartered Financial Consultant® and Chartered Life Underwriter® designations. Prior to my career in financial services, I worked as an electrical design engineer after obtaining my Bachelor of Science in Electrical Engineering from Syracuse University with a minor in mathematics.
In my role as Senior Wealth Advisor with Woodson Wealth Management, I focus on helping clients simplify, organize and plan their financial lives so that they can achieve their life goals and establish a meaningful legacy.
I believe in empowering my clients and their loved ones by educating them and giving them tools and resources that help them own and control their personal and financial information, so that they can own and control their financial destiny. I also equip my clients with tools and resources to help them hold their other advisors more accountable.
I am a native New Yorker with parents that immigrated to the United States from Central America and the Caribbean. Throughout my life, I have been exposed to different cultures and people from all socioeconomic backgrounds. I have witnessed how education and a strong work ethic, coupled with proper planning and execution can help one achieve financial success and how a lack of education and/or planning can lead to a loss of personal and generational wealth.
In my role as a financial advisor, I attempt to help individuals and families build legacies of generational wealth and philanthropy.
In 2000, I relocated from New York to Southern California with my wife Stephanie and our two children. In 2020, I transitioned from corporate life to independence and since then, Stephanie and I have been splitting our time between New York and California.
When I’m not working with or for my clients, my activities and interests include traveling, spending time with friends and family, going for long walks, cycling, spending time at the beach, paragliding, astronomy, volunteering, mentoring and civic engagement.