Serving you in Arcadia & Glendora
As a Wealth Manager, I have advised clients through two major market corrections; the Internet Bubble (2001) & Subprime Market Crisis (2008). With over 17 years of stock market experience, I am seasoned at guiding clients in creating investment plans that fit their lifestyle and retirement needs. Client comfort level is an important consideration in this process! I like them to have confidence and know they can sleep well at night!
Beyond the work environment, I have earned degrees from Seattle Pacific University (B.A) and Fuller Theological Seminar (M.Div.) and have various other life experiences including working as an Elementary Teacher, Youth Minister, EMT, Fire Department / First Responder - volunteer, rental & real estate investing and other work and life related experiences.
Our family enjoys volunteering at our local church, spending time with family and friends and watching our favorite NFL team; the Seattle Seahawks. Go Hawks! My greatest blessing is knowing the good Lord who made me and sharing the life He gives with my family and others. I hope that will also include you.
Call or email Gene today for a complimentary review of your investments & financial plan.