Drawing from more than 20 years of experience in the financial services industry, Ted provides fundamentally sound investing principles and strategic vision for both private clients and institutions. He has particular expertise in retirement planning, investment analysis, tax planning, estate planning, and insurance.
Previously, Ted was an Investment Advisor Representative and Vice President with Index Funds Advisors, where he provided investment planning and wealth management solutions for a host of clients. Ted was a Vice President with Churchill Management Group, a private money management firm, and served as a Senior Investment Consultant and a Life/Health Agent for both Charles Schwab and Wells Fargo Securities.
Ted earned a Bachelor of Science in Marketing, with a minor in Finance, from San Diego State University.
Residing in Newbury Park with his wife and two daughters, Ted enjoys spending time with family and traveling. He enjoys a myriad of outdoor activities including surfing, cycling, snow skiing, hiking, and scuba diving.