AJ has been in the financial advisory profession for over 35 years. He started as a teenager with a prominent firm in Philadelphia. AJ apprenticed under one of the top financial planners in the country. In 2003, AJ became a Certified Financial PlannerTM. Since moving to California, AJ continued his work in financial and estate planning and increased his skills in working with high net worth clients with complex estates. AJ enjoys understanding what is most important to every client's and uses the best strategy that is best fitted for each situation. As a fiduciary, AJ is able to consider all aspects of a clients situation in order to make recommendations that are in harmony with their financial plan, their goals, and their core values. Along with his wife Lisa, AJ lives in Huntington Beach. He has 4 children and 2 grandchildren and enjoys coaching youth sports, and of course, hoping this is the year a Philadelphia sports teams wins it all!
CA Insurance License #0F06058