WHY I DO WHAT I DO
I have always enjoyed helping people. The first segment of my career was spent as a research analyst at large investment banks like Piper Jaffray Companies and First Union Securities, where I advised mutual fund managers and other clients on which stocks to buy. These roles provided me valuable career education but I found that client's interests did not consistently come first at large Wall Street firms and further, client relationships were very short-term. I wanted to do something entrepreneurial that would use my skills to serve individual clients over the long-term.
After almost a decade in investment banking, I decided to form my own wealth management business, Westridge Wealth Strategies (WWS). WWS began by helping doctors, expanded to small business owners broadly, and finally grew to helping start-up employees and management of established companies. Now, WWS offers comprehensive wealth management services with extensive partnerships to address the needs of approximately 50 client families and counting. I am delighted that WWS is able to offer private banking-caliber services, helping our clients toward prosperity and financial peace of mind.
WWS is regularly featured in financial media such as The Wall Street Journal, CNBC.com, and The New York Times.
EDUCATION
I received my undergraduate degree from Claremont McKenna College, double-majoring in Economics and Psychology. I earned the Chartered Financial Analyst (CFA) charter and the CERTIFIED FINANCIALPLANNER™ (CFP®) credential. The CFA Institute estimates that fewer than 2,800 professionals globally have attained both credentials as of May, 2013.
MORE ABOUT ME
I am actively involved in various community and sports activities. I serve on the Board of Governors of the Lowe Institute for Political Economy at Claremont McKenna College. I achieved the rank of Eagle Scout as a young man and currently act as Den Leader for my son's Cub Scout den. I am an active member of the CFA Society of San Francisco (CFASF) and Financial Planning Association Silicon Valley (FPASV).
During college, I was an all-conference goalie for the nationally-ranked Claremont McKenna College “Stags” NCAA water-polo team and my dedication to athletics continues as I coach my son's basketball team. During free time, I enjoy surfing, hiking, mountain biking, and tennis.
I welcome meeting clients outside the office at their homes, offices or on a hike.