Sphera Financial

Sphera Financial It has been my dream to work as a financial planner and help people achieve financial freedom since I first took Dave Ramsey’s economics course in high school!

Sphera Financial is a full-service financial planning firm that creates long term partnerships with people to guide them on their journey of turning their financial dreams into reality! I worked in human resources for a non-profit for four years while I completed a Bachelor of Science in Business Leadership from Liberty University. I then obtained my series 6, 63, & 65 securities licenses as well

as my life, health, and disability insurance license in order to pursue a career in financial planning full-time. I am passionate about helping families and individuals free themselves from the burden of debt and create a comprehensive financial plan. I have attended and led Financial Peace University and encourage anyone to start their financial education with FPU. I started my own independent practice, Sphera Financial, to ensure that I could provide quality services built on integrity and free from any conflicts of interest or proprietary products. My wife, Brittny, and I have lived in Southern California our entire lives and enjoy hiking and camping with our four-year-old German Shepherd, Lakota.

Address

Chino Hills, CA
91709

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