Helping You Plan Your Financial Future

Hello and welcome to my site where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I brought this website to you to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation, while showing you the importance of working with a skilled professional in pursuit of your financial goals.

A little about me:

I began my career working in the professional sports world for the San Diego Padres and Los Angeles Dodgers AAA affiliates as part of Mandalay Sports Entertainment. This led me to positions at Integrated Sports Marketing, Padres radio, and Active Sports Marketing Group in the marketing, advertising, development, naming rights, and sponsorship arenas respectively.

Before opening 6 Degrees Financial and Insurance Services (as a division of Safeguard Financial), I worked as a Financial Consultant for AXA Advisors while building an extremely successful professional networking group in San Diego, 6 Degrees.

I earned my BA in Law & Society from UC Santa Barbara with a Minor in Sports Management and currently reside in downtown
San Diego. I am registered as both a General Securities and Investment Advisor Representative holding series 7 and 66 registrations as well as a Life and Health license in the states of California and Washington.

In addition, I am actively involved in the community both in the professional and non profit sectors. I am Founder/President of 6 Degrees Business Networking, and am currently a member of the Financial Planning Association, Downtown San Diego Partnership, and San Diego Chamber of Commerce, and a few others. As cancer has affected many people close to me personally, I have the pleasure of sitting on the Board of Directors for local non-profit Friends of Scott, who's mission is helping children with cancer and their families while bringing awareness to the community.


I look forward to hearing from you!

 

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

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