I currently hold my Series 7, 66, 63 securities registrations with LPL Financial as well as my CA Insurance Lic #0C87640. I have been advising and servicing my clients for over 23 years. My career began in 1998 working as a banker then subsequently as a Financial Advisor for some of the largest banks in the country. During my career as a bank Financial Advisor I honed and developed the necessary skills to become a proficient, professional and accountable advisor to my clients. Through word of mouth, I not only became sought after by a number of prestigious brokerage houses/banks but by prospective clients as well. By the end of 2011, I recognized that the bank brokerage industry I had immersed myself in was quickly headed in a different direction. A direction I felt was not in the best interest of my clients. As a byproduct of natural progression and in search of true independence, I parted way with the banks and founded MJF Financial as an independent advisor through LPL Financial. This necessary move ensured I would be able to continue to provide my clients the highest level of service, loyalty, transparency and customized investment advice. At MJF Financial, nothing comes before our client’s investment needs. Our motto is, “Clients First”.
My experience spans across a wide variety of investment vehicles. My area of experience includes management of fixed income portfolios, tactical strategies using various account managers and asset preservation strategies for families and businesses. I fully understand that clients have unique financial goals and I pride myself on creating personalized financial strategies. I am a graduate of California State University, Fullerton where I earned my Bachelor of Arts in Marketing with an emphasis in Finance.
I believe the principles of hard work, honesty, loyalty, and dedication have been the stepping stones and foundation of who I am today. This belief has carried through to my practice and in doing so I have been able to obtain a clear vision of my client’s financial objectives. With my extensive background I provide fundamental management strategies through sound planning, straight forward communication and above all integrity.
My wife, Deena and I along with our two beautiful kids, Mareena (16) and Dean (18) live in Rossmoor, CA. Outside of work I devote my time to my family, friends, and community. I volunteer my time coaching youth football and also speak at several elementary schools in Orange and Los Angeles Counties about various financial topics. My outside interests include golf, chess, and living a fun and social lifestyle.