I am the President and Financial Advisor at Narra Wealth Management, where I have the privilege of leading a firm that embodies my dual mission. With over 18 years in the financial services industry, my career has predominantly been centered around high-net-worth/private client interactions and advanced planning strategies. This specialized training and experience have allowed me to excel, but my passion extends beyond servicing high-net-worth families. I am equally committed to guiding those who are just beginning to build their wealth, leveraging my experience to teach and inspire them to pursue their financial aspirations.
Before founding Narra Wealth Management, I gained invaluable experience at JPMorgan, Capital One Investing, and Oppenheimer & Co. Inc. My journey in finance began as a licensed banker at Chase Bank, where I was drawn to the intricacies of the market and investments. My analytical mind thrived in understanding how these markets work, and I excelled in the personal side of the financial industry.
What motivates me most are the longstanding relationships I build with my clients and witnessing their plans come to fruition. Solving complex financial planning issues excites me because each day presents new challenges and opportunities for learning, particularly with advances in technology and AI. My greatest satisfaction comes from the personal relationships I develop, helping deliver financial confidence and meaningful guidance to families and individuals, and seeing their dreams realized.
My personal core values are deeply rooted in cura personalis, a principle instilled in me through my Jesuit education. This "care for the whole person" approach is central to who I am. I genuinely care for my clients, not just their financial well-being. I strive to improve myself professionally to offer the best, most up-to-date advice, and I care about their mental well-being during turbulent market conditions. By focusing on the person as a whole, I provide advocacy and support through life's challenges.
I was born in the Philippines and moved to New York City when I was 8 years old, where I have lived ever since. Outside of work, I find solace in the outdoors, recharging my batteries in the mountains through hiking and snowboarding. Maintaining a healthy balance is important to me, and I have always been an avid gamer, particularly in real-time strategy games. These experiences have honed my ability to process complex information and present it in a cohesive format, a skill that serves me well in my career. Additionally, aviation has been a lifelong interest, sparked by fond memories of discussing space with my grandfather. I am excited to pursue my Private Pilot License in the near future, fulfilling a dream I've held since childhood.