MindWallet is a fiduciary, fee-based, independent, registered investment advisory
In addition to putting our clients' needs first, we are committed to the CFP Board of Ethical standards.
Our company represents over 30 insurance companies and is able to provide competitive rates for all life and health insurance products.
We provide unbiased and objective recommendations.
Our clients feel confident that they own solid companies with great management and products.
Proprietor and Investment Advisor
1998 - Started stock and options trading
2008 - Graduated from Long Beach State with a degree in Investments
2008 - Interned at Solomon Smith Barney (Now Morgan Stanely)
2008 - 2019 - Privately managed several family and friends
2009 - 2015 - Traded import and Export (scrap materials, packaging, and fruit)
2015 - 2017 - Sold LANAP (Laser-based Osseous surgery alternative)
2017 - 2020 - Sold SAP (Similar to Oracle) add-on for shipping
2020 - Licensed for Series 65, 63, and Life and Health Insurance
2020 - Certified for Long Term Care, Medicare Health, Annuities, Life, and other insurance products
2020 - 2022 - Enrolled and working toward completion of Certified Financial Planning (CFP) Designation
2020 - 2021 Worked with Sidoxia Capital Management
2021 - Officially filed MindWallet ADV with the State of California
2020 - Present-day - started MindWallet Investment Advisory