Experience

I guide a team dedicated to navigating our clients' financial picture with clarity and confidence. Comprising private and public executives, early employees, founders, and entrepreneurs, my approach centers on crafting tailored strategies that align with their aspirations, while also ensuring efficiency and practicality.

With nearly two decades of experience in Private Wealth Management, I continue to draw on my early experience as a client service associate where I learned that my relationship with clients extends far beyond numbers and analysis, and I stay committed today to delivering personalized white glove service to each of my clients.  

Each of my clients has their own story to tell, which makes my role dynamic and enriching. With a specialized focus on risk mitigation of concentrated positions, generational wealth transfers, maximizing philanthropic efforts, and tax efficiency, my expertise is tailored to meet the unique needs of my clients.

Born and raised in Napa, I now reside in Sonoma with my wife and three children. Beyond my professional role, I find fulfillment coaching youth sports in my community and enjoy cooking for family and friends. In another life, I was a collegiate baseball player at Notre Dame – an experience that helped formulate my devotion to molding a successful team solely focused on helping our clients with positive outcomes.

"Turning challenges into solutions is where I thrive. There's a certain satisfaction in untangling complexities and crafting a clear path forward. When I see our clients empowered by the right strategies, it reinforces how rewarding my role is in their lives."

Known as the “old man” on the team, I am in my 44^th year in the business and, yes, I am still learning something all the time about how to help our amazing clients and their families.

Starting with Dean Witter in downtown Los Angeles in 1980 and then moving to Northern California in 1982 to join the Drexel Burnham office in Palo Alto, my career has indeed been an “Odyssey” on many different levels. At each step, I can look back and say I have been very lucky to work with both the clients we have and my partners.

Today, I feel very fortunate to be both with a strong firm in UBS and with wonderful partners that strive together to support our clients. Our family lives in Half Moon Bay where several years ago we could watch our young kids play on the beach.

“Coming together is a beginning. Keeping together is progress. Working together is success.”
-Henry Ford 

With over three decades of experience in the Wealth Management and Executive Services industry, I bring unparalleled expertise to our team. My primary focus revolves around assisting executives of pre-IPO and publicly traded companies in developing monetization strategies while addressing their comprehensive wealth management needs stemming from these transactions.

Beyond the financial world, I harbor a profound passion for wine, dedicating 18 years to crafting exceptional Pinot and Syrah varieties in Carmel Valley. My interests extend to the world of classic cars, with a collection comprising VW, Ferrari, and Porsche models. Notably, I've had the honor of clinching 1st place twice and 2nd place once at the Carmel on the Ave car show during the renowned Pebble Beach car week events.

My dual residence of Carmel, California, and Sarasota, Florida, allows me to draw inspiration from both coasts. However, the true strength of our team lies in its assembly of exceptionally talented professionals.

“Together, we offer invaluable assistance to corporate executives, publicly traded companies, and family offices, ensuring their comprehensive wealth management needs are met with the utmost precision and care.”

I am the Lead Analyst at Odyssey Wealth Partners spearheading the financial analysis, development, delivery, and implementation of strategic investment plans and financial solutions helping our clients achieve their financial goals. 

I joined the Private Wealth Management division of UBS in late 2015, following a tenure in investment banking as an Equity Research Analyst at Wells Fargo, where my focus encompassed software, retail, and homebuilding companies.

Reflecting my commitment to our clients and professional excellence, I have diligently pursued various industry designations: Chartered Financial Analyst (CFA^®), Certified Financial Planner (CFP^®), and Certified Investment Management Analyst (CIMA^®). To cater to the unique needs of high net worth clients and address complex wealth management needs, I am also a Certified Private Wealth Advisor^® (CPWA^®). Before then, my journey of academic achievements began by earning a dual Bachelor’s degree in Finance and Business Economics from Hawai’i Pacific University.

Born and raised in Peru, I am of Chinese descent speaking Spanish, being fluent in Cantonese, and bringing a diverse cultural perspective to my work. Beyond my professional endeavors, I believe in maintaining a balanced and fulfilling personal life. I enjoy outdoor running, traveling, but above all, the most rewarding aspect of my life is spending time with my son, Liam.

At Odyssey Wealth Partners, I find great purpose in my passion for the intricacies of every client’s financial plan.

“Excellence naturally comes when you give attention to details in everything you do.”

As a Senior Wealth Strategy Associate for the Odyssey Wealth Partners, I’ve had the privilege to work with 3 distinguished partners and our amazing clients for the past 8 years where I’ve paid close attention to our team’s operations and portfolio management. I pride myself on providing an excellent client experience when dealing with financial planning, tax coordination and administration.

My journey has been a blend of diverse experiences and a relentless pursuit of self-improvement. In the early years of my life, I had the unique opportunity to call Guatemala my home. Today, I live in Oakland, California (where I was born) with my lovely wife and playful cat. In my free time, I find my solace in nature. Hiking through scenic trails, I relish in the breathtaking natural views that our planet has to offer.

At a networking event, I once asked a CEO what made a great executive; he said two things to me: being able to simplify a process for others and treating everything with a sense of urgency. Now, I approach every situation with the question, "How quickly can I provide a seamless client experience?"