Knowledge Is Power

Raised in a working-class family in Southern California, the concepts of personal finance and investments were seldom broached at our dinner table, and the notion of retirement was virtually absent. It was during my college years at California Lutheran University that I discovered the myriad ways individuals can leverage their finances to enhance their lives, sparking my passion for finance and altruism.

Recognizing that the majority of hardworking Americans may not have the time to acquaint themselves with the available benefits, I founded Cognitio Capital with a mission to educate and inform. It brings me great satisfaction to engage with clients, addressing their questions and concerns across the dinner table, confident that their comfort and comprehension will flourish as a result.

Navigating the complexities of pensions, social security, insurance, and investments can be overwhelming, particularly from a client's perspective. It is entirely acceptable not to know which questions to pose. With established goals and a commitment to achieving them, I am dedicated to deploying the necessary tools and resources to guide you toward your own success.

Let's work on your plan together.