Gavin started in the investment industry in 2015, working alongside a senior advisor with 30+ years of experience, while completing a Bachelor’s Degree in Finance from University of Utah. Always having a passion for finance and investing, he then went on to get a Master’s in Finance with an emphasis in Financial Markets from University of Southampton near London, England. Gavin is currently enrolled in the Certified Financial Planner course work through Pepperdine University to further his education and financial knowledge.
Gavin specializes in helping individuals, families, and business owners build wealth, as well as plan for and actively navigate retirement. He focuses on helping clients safely invest through different economic cycles and utilize income strategies. Gavin is also a big believer in holistic financial planning and implements tools such as eMoney in order to help clients with cash flow planning, tax planning, and other retirement techniques that could be overlooked.
Gavin resides in Carlsbad, California with his wife and two children. He spends his free time enjoying beach activities with his family and keeping up to date with the latest investment and business trends.