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Biography

Felix is an Associate based in the Irvine office. He supports the Executive Financial Couseling practice in managing client’s finances with a focus on investments, planning and taxes. Felix has extensive experience in customer service and enjoys working with and counseling people from all walks of life.

Throughout his career and schooling, Felix has always enjoyed conversing with people and building relationships. His interest in the financial sector stems from personal investment experiences and a desire to increase overall financial literacy. Felix brings a passion for people, a desire lo learn and and interest in finance to his position.

Learn more about my practice.

Education

  • Bachelors' degree in Journalism from California State University

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.