I'm a Senior Financial Advisor and PIM Portfolio Manager for Wells Fargo Advisors in Beverly Hills, CA. I serve the many needs of high networth individuals, families, trusts and foundations. I aim to provide highquality service, delivered with professionalism and integrity. I employ a holistic investment approach, meaning I handle both the asset and liability management side of a client's balance sheet. I seek solid longterm returns with tax efficiency and a keen focus on managing risk. Debt planning is one of the many ways I help manage liabilities. I create a personalized asset allocation strategy for every client. I build portfolios using both active and passive investment approaches. For active management, I prefer separately managed accounts employing some of the industry's institutional money managers. For passive investments, I rely on a blend of index funds and exchangetraded funds (ETFs). Providing clients with superior service has always been central to my practice. I take the time to explain carefully crafted recommendations in a direct and easytounderstand manner and make myself readily available to any questions at all times. I exhibit an extreme level of care with every decision that I make. When Im not serving my clients' needs, I enjoy spending time with my lovely wife Rebecca and our children. My hobbies include playing soccer and cooking. This information is intended for use only by residents of AZ, CA, CO, DC, DE, FL, IL, KY, MD, MN, MT, NJ, NV, NY, OR, PA, RI, TX, VA. CA Insurance Producer License Number 0D22884 The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social 