A.J. wants every client to enjoy a good experience, being confident in the sound financial guidance and high level of personal service they receive. He takes pride in being a good listener – a valuable attribute that helps him truly understand the needs, concerns and goals of his clients.
He is a Certified Financial Planner™ practitioner and a Chartered Retirement Planning Counselor and has more than 20 years of experience in the financial services industry. Before joining Raymond James in February 2014, A.J. was Vice President, Investments and portfolio manager at Merrill Lynch for nine years, and a financial advisor and Vice President at Morgan Stanley for five years. He earned a bachelor’s degree in combined sciences from Santa Clara University.
Originally from Stockton, A.J. lives in Sacramento with his wife, Mindy, and children, Bella, Lucy and Joey. In his free time, A.J. enjoys many interests, including skiing, fly-fishing, golf, the outdoors, guitar, cooking, wine, and spending time with close friends and family.
A.J. was a member of his college golf team and has also played rugby and participated in one marathon and several half-marathons. He completed the Tahoe Sierra Century Ride with his brother and business partner, Nick.
Raymond James is not affiliated with any of the listed organizations.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.