Abe has over 15 years of experience in the financial services and banking industry, working with local, regional and large national institutions during his career serving in various roles and capacities. The last half of his career he has dedicated to the stewardship of investment management, financial planning, wealth and risk management.
Abe practices a financial planning process, that encompasses a holistic financial health diagnosis before working with his existing and prospective clients. He believes it’s very important for prospective clients to thoroughly interview him, while at the same time it’s critically important that he gathers vital information from them to determine how we can best serve his client’s needs as their primary financial practitioner. While helping his clients create a customized financial road map, he strives to create a mutually cohesive long-term working relationship with them that is more than just transactional.
He believes in the importance of educating his clients in critical areas pertaining to their overall financial wellbeing, while also empowering his clients to make collaborative decisions that strive to accomplish their financial goals. Abe holds FINRA Series 7 and 66 registrations through Raymond James Financial as well as a California Insurance License (#0H79802), and speaks Spanish and English fluently, proudly serving the Latino community.
Abe married in 2020 and enjoys spending time with his 7-year-old daughter, particularly spending time together outdoors, playing sports, reading, and empowering her to pursue her creative interests, while serving as the best role model he can be for her.