Our Purpose

I was born in New York City, the son of Jose & Piedad, who immigrated from Ecuador, and brother to Jeanette. A few years later my family moved to Phoenix, Arizona where I lived for many years. In 1996, I moved to Los Angeles CA.

I love helping people and have a soft spot in my heart for animals, especially dogs. I dream of using my home to foster dogs and provide them with a safe place to find homes. I also love to travel and make friendships with people worldwide. My passion for helping was a major factor in the happy accident that drew me into the financial industry in the first place.

My role at FwdThink Insurance & Alternative Solutions LLC. is not only of founder but also practicing with my existing clientele and growing my practice with qualified clients. Over 18 plus years, I have trusted professionals in key areas that my clients need in their overall financial plan. This ultimately gives clients expanded resources than just one advisor. This helps build trust and grows the relationship with our clients.

I began my academic career attending the University of Arizona, where I earned my undergrad degree in mechanical engineering. Upon graduation, I moved to California and worked for The Boeing Company on the Space Shuttle Main Engine Program as a systems & development engineer. While working full-time, I attended the prestigious Pepperdine University Graziadio School of Business and Management program, where I obtained my MBA degree.

After 8 years in engineering, I decided to change careers in 2004 and entered the financial service industry so that I could help people and impact their lives for the better. I joined The Strategy Partners as Vice President and Financial Advisor in 2014 then in 2023, I founded FwdThink Insurance & Alternative Solutions LLC to offer additional services outside of The Strategy Partners. I maintain my relationship with them so they can offer additional areas of planning.

Finally, I am taking on new clients in my practice. I believe there must be a good fit from the client's perspective as well as the advisor. Therefore, I am particular who I take on as a new clients. A perfect client for me, is a client who is truly seek to improve and maintain their standard of living for themselves and their family and have the financial ware to address the financial areas that are important to them.

My main strength is combining financial decisions and comparing different strategies to find the most optimal outcome that addresses the clients wants and concerns. Let me show you how you can have your cake and eat it too. Win-Win solutions.

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