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As an Investment Advisor Representative, Calvin acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence. He and his team specialize in tax-mitigation strategies, wealth & asset management, investing, and insurance planning, and have solutions that can be tailored & customized for individual investors and business owners.
Calvin came from a small business owner family background, which in turn pushed him to leap from the corporate world into the financial services industry. Calvin’s diverse background and extensive understanding of how capital markets work allows him to bring a unique approach to helping folks with all things related to financial planning.
Calvin graduated from the University of New Mexico in 2006 with a Bachelor of Business Administration in Accounting & Finance. He currently resides in NYC with his wife, Erin, and 10 year old Bull Dog, Dozer. He enjoys spending time outdoors, checking out local restaurants and bars, and rooting for his favorite sports teams.
He is licensed to sell Life, Accident, and Health Insurance and holds the Series 66 & 7 Securities Licenses.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.
Check the background of this investment professional on FINRA’s BrokerCheck