Hi, there! I’m Karl.

I believe that financial planning is the key to having a retirement that fits your life – without unnecessary stress or uncertainty. The right plan can bring clarity, control, and confidence to your future.

I work closely with our advisory team to help individuals and families reach the goals they’ve been working toward for decades. My approach focuses on building trust and helping structure plans and portfolios in a way that supports peace of mind – so clients can focus on what matters most, not worry about where their next dollar will come from.

I graduated from California Baptist University with a Bachelor of Science in Finance with a concentration in Financial Planning, graduating Summa Cum Laude. I’ve been fortunate to contribute to One Degree’s mission – supporting financial strategies that align with our clients’ goals and values.

When I am not working you’ll find me in the gym or hiking with my friends and family. I love to be outdoors and enjoying nature. I love to travel to various tropical environments and see new sights!

Helping people feel confident about their future – and seeing them achieve the goals they’ve worked so hard for – is why I love being a financial planner.