AJ has been in the financial planning profession for over 29 years. He started as a teenager with a prominent firm in Philadelphia. AJ apprenticed under one of the top financial planners in the country according to several national publications in the 80's and 90's. In 2003, AJ became a Certified Financial Planner. 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 learning each client's core values and goals and helps them find the strategy that is best fitted for their 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 raising three children. He enjoys coaching youth sports, and of course, hoping this is the year a Philadelphia sports teams wins it all!
CA Insurance License #0F06058