“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” - Pablo Picasso

Kent’s experience in the financial industry includes private company investment banking and working with one of the top four accounting firms advising private companies through the start-up phase, growth phase, re-organization, and sale. Being a personal Financial Advisor was a natural progression, as at the heart of his work is the financial well-being of clients.

Kent is a graduate of USC with a degree in Business Administration focusing on Entrepreneurship and Finance. He also earned designations of Chartered Financial Consultant ChFc®, Retirement Income Certified Professional RICP®.