About Me

Hi, I’m Jaron, a financial advisor committed to helping ambitious individuals and high-net-worth clients achieve their financial goals. With a deep passion for strategy and innovation, I bring a unique approach to wealth management—one that blends trust, precision, and forward-thinking solutions.

Building Wealth With Integrity and Vision

Education

Bachelors of Science, Business Administration, Entrepreneurship, California State University, Sacramento

*Working toward CFP Designation

My Journey

Born and raised in California, I’ve always been drawn to the intersection of finance and human potential. My career has been shaped by roles at some of the most reputable and innovative firms in the industry, including Fidelity, Robinhood, and E*Trade from Morgan Stanley. These experiences not only honed my technical expertise but also reinforced my commitment to delivering personalized, client-centric strategies.

Now based in Palo Alto, I serve the Bay Area’s most ambitious professionals and families, helping them build generational wealth while navigating the complexities of modern financial landscapes.

What Drives Me

I believe that financial advising is more than just numbers—it’s about understanding what truly matters to you. Whether it’s growing your portfolio, securing your retirement, or creating a lasting legacy, my mission is to guide you every step of the way with transparency and integrity.

At the core of my practice are three guiding principles:

  • Integrity: Providing honest, objective advice tailored to your goals.

  • Growth: Helping you maximize opportunities and build long-term success.

  • Trust: Cultivating relationships built on mutual respect and understanding.

Why Choose Me?

What sets me apart is my ability to align technical expertise with a human touch. As someone deeply invested in my clients’ success, I understand the importance of proactive planning, innovative thinking, and clear communication. My goal is not just to manage wealth but to empower you to make confident financial decisions.

Outside the Office

When I’m not helping clients, you’ll likely find me running along the California coastline or refining my craft in the gym. I draw inspiration from the ocean, which reminds me of the boundless opportunities that come with perseverance and vision.

I also dedicate time to personal growth, believing that being at my best—physically, mentally, and professionally—enables me to provide maximum value to those I serve.

Let’s Work Together

Your financial journey is as unique as your ambitions. Let’s connect to explore how we can create a customized plan that aligns with your goals and dreams.