Jimmy started his financial planning career in 2006, and joined Lincoln Financial Advisors, now Osaic FA. Inc., in 2008. He obtained Bachelor’s Degrees in Economics and Business Administration from Pepperdine University and St. Mary’s College of CA. To further his professional education, Jimmy has earned his Chartered Retirement Planning Counselor (CRPC®) designation through the College for Financial Planning and has completed the education requirement through the College for Financial Planning to become eligible for the CFP® exam.
Jimmy’s main objective for his clients is to help them make informed decisions regarding their finances through a comprehensive and holistic planning process. This process is designed to help his clients develop goals, mitigate potential risks, and implement solutions to help ensure they can maintain their independence and financial freedom throughout their lives, while also pursuing any charitable or legacy endeavors. Beyond the development of a long-term plan, Jimmy helps his clients maintain perspective, manage expectations, and help ensure their plan remains consistent with their objectives year after year.
Jimmy and his wife are originally from the San Francisco Bay Area and now live in Oregon with their two children.
Fun Facts:
- What is your ideal vacation spot?
Anywhere with sun, a beach, and palm trees.
- Favorite sports team or hobby?
San Francisco Giants and San Francisco 49ers. My favorite and earliest memories include going to games with my family and friends.
- What was your first job?
Laborer for a construction company.
- What do you most enjoy about working at Ascend Wealth Partners?
I love that my team and I can make a positive impact in the lives of our clients by empowering them to make decisions through various transitions and milestones. When a client can enjoy their hard-earned wealth, rather than worry about it, I have done my job.