What changed

Hired by The Standard as associate retirement plan consultant covering Orange County and San Diego, bringing 15 years of financial services and retirement industry experience and holding CPFA and AIF designations.

Reported / discovered

Sep 30, 2026

Effective

Not reported

New role

Associate Retirement Plan Consultant, Orange County and San Diego

Previous role

Not reported

Market

Orange County / San Diego, CA

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.