The From Planning to Living founder at his wedding with his wife Juliet.
A portrait of the founder of From Planning to Living.

About Me

I was born and raised in the San Fernando Valley in LA. I spent a few years away while at San Diego State University. After graduating, I spent nearly nine months in Israel working odd jobs and enjoying time with my friends and family.

I came back to LA in 2014 where I got my first "real" job at a large insurance and investment firm. I got licensed as a financial advisor in 2015, which allowed me to focus full time on financial planning and investment management. I earned my CFP® certification in 2017, and soon after in 2018, I decided it was time to start my own firm. I wanted to leave the whole corporate structure behind and work with the clients who I wanted to work with. I was tired of various sales quotas and metrics. I knew I could offer better and completely unbiased service by having my own firm.

My wife Juliet and I currently live on the Westside here in LA. We love staying active as much as we can. We mostly enjoy climbing at our local gym, walking our pup, and camping with the family. (I also try to get in a good surf and skate session each week.)

Let's connect so I can now learn more about you!

Qualifications

Experience

➤ Working in personal finance since 2014

➤ CERTIFIED FINANCIAL PLANNER™ Certification

➤ B.S. in Statistics with an emphasis in Actuarial Science

Member Of

➤ National Association of Personal Financial Advisors (NAPFA)

➤ XY Planning Network (XYPN)

➤ Fee-Only Advisors

➤ Financial Planning Association (FPA)

Working with us gives you access to our trusted team of professional referrals.

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    CPAs

  • An illustration of a hand holding a key with a house behind it.

    Realtors

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    Estate Planning Attorneys

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    Insurance Agents/Brokers*

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    Lenders

Learn More about our Process

*In order to uphold a fiduciary status and limit conflict of interest, we do not sell insurance policies/products. We provide recommendations around insurances, but refer to outside insurance brokers/agents for clients to obtain any recommended insurances.

The founder of From Planning to Living, his wife, and their dog posing for a photo in front of a white wall.

About the Firm

I founded From Planning to Living back in 2018 because I really wanted to work with clients in my own generation who were going through the same life stages and moments as myself. Starting my own firm and offering a modern pricing model allowed me to do just that.

Like you, our clients are motivated millennials. Whether it's running your own business, working in sales, or staying active, you put in the work. I've loved growing alongside our clients over the years and look forward to the many years to come.

Ready to join the family?

Fee-Only. Commission Free. Fiduciary.

We're in the business of helping you spend your most valuable asset however you want - that asset being time. Our job is to handle all things financial planning so you don't have to think or worry. You can live your life to the fullest and do the things you love.