With nearly a decade of industry experience and an Economics degree from the University of San Diego, Ernest believes in taking a holistic approach with each client. This method creates a foundation for open communication and strategic planning to suit each individual’s financial goals while providing flexibility for lifestyle changes. Ernest prides himself in doing what is best for each client, pairing this with his years of experience has been vital to his client’s success.
Ernest holds series 6, 7, 63, and 65, and is California Insurance licensed.
In Ernest’s free time, he enjoys playing golf, participating on his softball team, and having backyard barbeques at his home in the Bay Area with his family.
UNCLE Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC: CA Insurance Lic # 0J14325), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.