Financial Advisor striving to put individuals & families in their ideal financial situation, through thoughtful advice.
I was born in Bucharest Romania and emigrated to the US as young boy with my family. We settled in Crescenta-Canada Valley, and I never really left. Today my wife, Tara and our boys, Xander and Enzo live in La Crescenta only one mile away from my childhood home. My community, friends and family have always been most important in my life; and it is surreal to be in my childhood home town with my same friends, raising a family and running a successful wealth management practice within its borders.
Currently I serve as the Managing Director of investment advisory services at Penniall & Associates. As in my personal life, I am committed to building a practice on the values of honesty, trust, and dedication. I strive to maintain client-advisor relationships that consists of openness, trust, and mutual understanding. By carefully examining each client’s needs, goals, and expectations we are able to present strategic solutions tailored to specific situations. With the appropriate balance of planning, advice and product implementation, each plan is customized, unique, and confidential for each client.
Alongside of my primary job with Penniall, I am also a Schwinn certified indoor cycling instructor with the YMCA of the Foothills. This allows me the opportunity to share my passion for all things cycling with those around me, and hopefully help others on their journey to getting more fit and healthy. As an active cyclist, I firmly believe maintaining your health and fitness goals sets you on a better path to financial success. Alongside of teaching indoor cycling classes, I am also a member of the YMCA of the Foothills Board of Directors, where I am able to give back to the community and organization that has shaped my life today.
In my free time, I love camping, cycling, wine tasting and most of all appreciating life.
