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Specializing in retirement and investment planning for healthcare professionals across Southern California, Ethan is passionate about helping individuals navigate life’s financial transitions with clarity and confidence. His work focuses on crafting tailored strategies that guide clients through every stage of their financial journey, emphasizing long-term security, responsible investing, and aligning financial plans with personal values.
Ethan began his career at Shorelight Wealth Group in 2023 as an intern and quickly transitioned into a full-time role as a licensed financial planner. With degrees in Finance and Real Estate from Santa Clara University, Ethan has a strong foundation in comprehensive strategic planning.
Ethan is known for his approachable style, structured planning process, and commitment to a collaborative, team-based approach. Whether supporting a first-time investor or someone preparing for retirement, he strives to be a steady, trusted resource.
Outside the office, Ethan enjoys staying active through sports and exercise, spending time at the beach, and making memories with his family.
To begin reviewing your current financial situation and planning to meet your goals, contact Ethan at (619) 321-4477.