Damian has been in the wealth management financial services industry
for over 20 years. He began his career at American Express Financial
Advisors. His civil engineering degree gave him the knowledge and
tools to analyze complex issues for his clients. To this day Damian
needs to understand the entire financial situation of a client and
educates investors on strategies before he can provide
recommendations
Damian holds a California insurance license, as well as Series 7
(Gereral Securities representative), 63 (Uniform Securities Agent State
law) & 66 (Uniform Combined State Law) securities registration.
Damian earned his Charter Financial Consultant from the American
College of Financial Service. While at AEFA he received the Quality of
Advice award. Damian has been the recipient of the Outstanding
Financial Professional Award with Concorde Investment Services from
2016 through 2022. He has been married to his wife Elizabeth for 20
years and they have 3 children. Damian's hobbies include golf, Pilates,
and pickle ball.