Damian has been in the wealth management financial services industry for over 20 years. He began his career at American Express Financial Advisors. His civil engineering degree gave him the knowledge and tools to analyze complex issues for his clients. To this day Damian needs to understand the entire financial situation of a client and educates investors on strategies before he can provide recommendations
Damian holds a California insurance license, as well as Series 7 (General Securities representative), 63 (Uniform Securities Agent State law) & 66 (Uniform Combined State Law) securities registration. Damian earned his Charter Financial Consultant from the American College of Financial Service. While at AEFA he received the Quality of Advice award. Damian has been the recipient of the Outstanding Financial Professional Award with Concorde Investment Services from 2016 through 2022. He has been married to his wife Elizabeth for 20 years and they have 3 children. Damian's hobbies include golf, Pilates, and pickle ball.