Home: Henderson, NV. Age: 51. Birthplace: West Covina, CA. Profession: Financial advisor. Organization: Cornerstone Wealth Management. Title: Founder & Managing Partner. Significant other: My wife, Danielle Avila.
Latest accomplishment: Celebrating two family weddings in the past eleven months. Latest contribution to others: Serving the homeless through St. Timothy's Church in Henderson, NV. Hobbies: Golf, backyard grilling, traveling, attending sporting events and concerts and enjoying great food. Recent travel or adventure: Taking my family to Rome to experience its history, culture, food and people. Last book read: As a Man Thinketh, by James Allen. I've read it multiple times. Recent unique acquisition: A boat and jet skis.
Personality profile: Fun, witty and sincere. What one word would your closest friend use to describe you? Dependable. Moral compass: My faith in God and Jesus Christ. What is your greatest joy? My family. What is your greatest fear? Losing someone I love. What is your guilty pleasure? Chocolate and pastries. What is at the top of your bucket list? African safari. What ingredient is essential to your perfect vacation? My wife, Danielle.
What was your first paying job? Working at Burger King. What was your favorite childhood toy or game? Monopoly. What movie have you repeatedly watched? Gladiator. What's prominently featured on your home or office wall? My family. What's the best advice you received growing up? Do the right thing even when no one is watching. What's the best advice you received in your career? Clients don't care how much you know until they know how much you care. What company or organization do you most admire? The Walt Disney Company.
What change are you working on to effect in your profession or field?
Helping people see financial planning as much more than investment management.
What message do you want to send out into the world? Don't wait to live the life you're working so hard to build. What mega-trend most excites you? The convergence of AI, automation and data-driven decision making. What mega-trend most concerns you? The growing lack of financial literacy in an increasingly complex world.
What title would you choose for the movie about your life? Faith, Family and Financial Freedom. What actor would you choose to play you in the movie about your life? Andy Garcia. As a kid, what did you first want to be when you grew up? Firefighter. After your loved ones, what object would you first save from your burning home? My dog, Hemi. What advice would you give your younger self? Don't let fear make your decisions.
Personal mission: Honoring God, loving my family, helping people improve their lives and leaving a legacy that extends far beyond financial success. Personal motto: Success is built one good decision at a time. Favorite quote: "The best time to plant a tree was 20 years ago. The second best time is now" (Chinese proverb).
