Francesco joined the team in 2018, having previously worked with Prudential Securities. He received his Bachelors degree from San Diego State University where he majored in Economics.
Francesco works on various types of financial needs, preparing financial planning documents and researching solutions for each individual situation. He also monitors and reviews the portfolios of current clients and prepares materials for review meetings and is available to answer questions about client accounts and any reallocation required.
Francesco was born and raised in Thousand Oaks. He comes from an Italian background and was the first of his family to be born in the United States. In his free time he enjoys having an active lifestyle such as playing basketball and going snowboarding as well as enjoying the simple things in life.
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