My purpose is to explore and analyze the complicated intricacies of each individual’s and family's financial situation in order to design and deliver the most efficient and effective financial strategies.
I am the founder and CEO of ORIS Wealth Designs LLC., a Registered Investment Advisory firm. I've been a wealth strategist since 1999 serving individuals and families to create and maximize their wealth potential by helping them “see the unseen.”
After serving my client base in Orange County, California for 17 years, we moved our home to Southlake, Texas in 2016 to expand my reach as a nationwide personal financial advisor and expert trainer to other financial advisors and advisory firms.
The value I bring my clients is in presenting them with the most expert financial strategies to create and engineer their financial plans in life to work under a variety of circumstances and economic conditions. The solutions are tailormade to our clients' personal situations so they can live a prosperous life and become great stewards of their wealth.
These intellectual strategies effectively help reduce taxes, reduce risk, increase portfolio efficiency, produce increased retirement cashflows and augment the preservation of wealth legacy for my clients.
Upon graduating from UCLA, I began my career in the financial world and have been helping individuals and families for nearly 25 years. It's a career unlike any other which I have found great success in and enjoy greatly. My wife Abigail and I, along with our three children live in Southlake, Texas, a great place to raise a family.
I'm always looking for great people and families to work with. Let's connect.
Tel: (714) 717-1640 Fax: (888) 994-7475