Driven with a pursuit towards increasing the financial education in the community, Sebastian carries a passion for helping his clients realize their financial potential by utilizing progressive ideas and secure financial strategies.
Sebastian’s goal is to provide clients with the framework to grow, protect and enjoy their wealth for multiple generations. He is a firm believer that it’s not how much money you make, but how much money you save, how hard it works for you, and how many generations you keep it for.
Utilizing a comprehensive process, Sebastian translates client’s priorities into a lifelong financial strategy that gives them more confidence to achieve their goals. With their objectives as his guide, he and his team develop an integrated financial plan that addresses every stage of life, while minimizing risk and tax exposure.
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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License Number - 4225045