Seth has always enjoyed calculating numbers. From measuring distance and travel time in the back of Dad’s suburban to measuring asset longevity in a client’s financial plan, he uses these analytical tools to assess his clients’ current situation and determine steps to assist them in pursuing their financial independence. The goal for him is to ensure that you are comfortable and content with where you will be in the future—if you aren’t then he wants to work with you to create a plan with your desired destination and travel time in mind.
While tutoring Mathematics in high school and college, he found a niche in working one-on-one with individuals to work towards a goal. Thereafter, while attending California Polytechnic University in Pomona, he began working as a mentor to college bound students. The mission was to assist high school students in pursuing admission into their dream colleges. Seth guided these students through road maps to help them work towards their mission to attend their choice colleges. He had found his passion in mentorship and helping others pursue their goals.
It is apparent that his life’s work has revolved around guiding others, and with an appreciation for numbers and road map style thinking, it is easy to see why a career in financial planning ended up being the next progression in his journey. Seth holds his Series 65 registration with Trilogy Capital, Inc. and also holds California Life and Long Term Care Insurance License. Seth enjoys the mountains, the river, and the beach. When he is not in the office you may find him fishing, snowboarding, dirt biking, or soaking up the sun.