I founded Azul Private Wealth to provide personalized financial advice built on trust, transparency, and long-term relationships. I wanted to create a firm where clients receive thoughtful guidance tailored to their unique circumstances and goals.
Before launching Azul, I spent more than two decades in corporate finance — most recently as a Director of Corporate FP&A — building the budgets, models, and forecasts that large companies rely on to make confident decisions. Today, I bring that same discipline to helping individuals, families, and business owners make informed financial choices.
I work closely with tech professionals and small business owners, including healthcare and dental practice owners. My clients are often highly accomplished in their careers but face complex financial decisions. I founded Azul to help bring those moving pieces together through coordinated, personalized financial guidance.
A particular area of focus is helping individuals transition from concentrated stock positions into more diversified portfolios. Whether wealth has been built through company equity compensation, stock appreciation, or business ownership, I help clients evaluate the trade-offs between diversification, tax implications, and timing to develop a thoughtful strategy aligned with their long-term financial goals.
I earned my BA in economics with an emphasis in accounting from the University of California, Santa Barbara, and my MBA with a concentration in finance through Santa Clara University.
Outside of work, I’m a husband and father of two boys. I enjoy staying active by spending time in the garden, getting outdoors with my family and judo training. I also volunteer monthly in my community.
Connect with me on LinkedIn to learn more about my background, follow Azul Private Wealth’s updates, and read my perspectives on investing.
My philosophy is simple
- Put clients first.
- Keep investment strategies disciplined.
- Focus on long-term outcomes.
- Build lasting relationships.
As a fee-only fiduciary, I am committed to acting in my clients' best interests.