Growing up in Reseda, a suburb of Los Angeles, I witnessed firsthand the financial challenges my parents faced. Coming from an immigrant family, I realized early on that my parents lacked the resources to thrive in the US. Despite their strong work ethic, they struggled to make significant progress. Unfortunately, traditional financial advisors were not willing to guide my parents in understanding financial matters. Instead, they were often targeted by salespeople who took advantage of their unfamiliarity with finance, selling them unnecessary products for their own gain.
I made it my mission to guide my family and myself towards breaking the cycle of poor financial habits and work on creating wealth. At the age of 21, I took a leap into the financial industry and learned all I could. I started my practice in 1997 and focused on educating my clients on how to develop strong money habits and make smarter financial choices.
Fast forward 25 years later, and Lake Avenue Financial proudly stands as one of the premier financial planning firms in Los Angeles. Over the years, I've had the privilege of supporting numerous accomplished professionals, business owners, and individuals in their financial journeys.
Throughout my career, I've had the pleasure of sharing my insights on numerous media platforms and have been honored to speak at prestigious industry conferences. I'm grateful to have been recognized as one of the Top 100 Financial Advisors in the United States by Investopedia for several years in a row.
Even with all the success, I felt a deep calling to leave a positive impact by empowering as many individuals as I could. Unsure of where to start, inspiration struck during the pandemic. My family and I embraced the challenge and co-founded Futurvest.
This online platform is more than just a place for financial guidance; it's a welcoming community dedicated to enhancing your overall wellbeing. We believe that with the right tools and knowledge, anyone can build a healthier relationship with money and pave the way to long-term prosperity.
When I'm not at work, I love dedicating my time and energy to my loved ones, friends, and my community. I enjoy engaging in activities like traveling to new destinations and playing sports.