Client Advisory


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.


  • Bachelors' degree in Journalism from California State University

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