Home: Los Angeles, Garden Grove, CA. Age: 28. Profession: CEO. Alma mater: Massachusetts College of Pharmacy and Health.
Recent recognition: Long Wealth 3000 Members. Latest accomplishment: Did a toy drive In December. What’s been your big (or biggest leap)? Launching Long Wealth Capital. Hobbies: Basketball, MMA. Last book read: Atomic Habits, by James Clear. Recently viewed and recommended: Any MMA highlight video. Recent unique acquisition: A Porsche 911.
Personality profile: INFP. What one word would your closest friend use to describe you? Risk-taker. Moral compass: Do the right thing. How do you define a perfect friendship? Loyalty and trust. How do you define an ideal business relationship? Peanut butter and jelly. What is your greatest joy? Spending time with family and friends. What is your greatest fear? Not taking risks. What is your guilty pleasure? Chips. What word or phrase do you use far too often? This guy. What natural talent have you neglected? Reading the markets intuitively.
What three emojis best describe you? 💼📈🚀.
What is your favorite place (or way) to spend money? Food. What is at the top of your bucket list? Go to Asia. How do you relieve stress? Working out. What is your go-to workout? Calisthenics. What ingredient is essential to your perfect vacation? Relaxation, adventure, great company, delicious food.
What was your first paying job? KFC. What was your favorite college course? Biology. What was your favorite childhood toy or game? Counter Strike. What book have you repeatedly read? Rich Dad Poor Dad. What’s prominently featured on your home or office wall? Clickfunnels Award. Besides your parents, who has had the greatest influence on your life? Warren Buffet. What’s the best advice you received growing up? Always invest in yourself. What’s the best advice you received in your career? Always do the right thing. What modern technology innovation do you most appreciate? AI. What is your favorite app? Slack. What is your go-to source of news and information? Market Dash. What is your go-to source of creative inspiration? Working out. What company or organization do you most admire? Amazon. What world event has had the greatest influence on your life? The Covid pandemic. What personal circumstance has had the greatest influence on your life? Growing up poor.
What is your big idea? The 401(k) and Roth IRA systems have significant flaws that many consider misleading or problematic. What change are you working on to effect in your profession or field? I am shifting my focus toward empowering everyday individuals with financial education. What change would you like to see in the world? Empowered and financially sound individuals. What message do you want to send out into the world? Become financially literate. What widely held belief do you reject? High yield savings accounts. What mega-trend most excites you? AI. What mega-trend most concerns you? Global warming.
What title would you choose for the movie about your life? The Optimist. What actor would you choose to play you in the movie about your life? Tom Cruise. Who would you like to spend an evening with, in heaven? Kobe Bryant. As a kid, what did you first want to be when you grew up? A professional basketball player. After your loved ones, what object would you first save from your burning home? Cherished possessions. How would you choose to spend tomorrow, if you knew it was your last day on earth? Spending time with my family and friends. What advice would you give your younger self? Take risks. What day in your life would you choose to re-live? Graduating from PA school. What period in your life would you do differently, if you could? None.
Personal mission: To educate and empower individuals with the tools and knowledge to achieve financial freedom. Personal motto: Never give up. Favorite quote: “Price is what you pay; value is what you get” (Warren Buffet).
