I'm the founder of Puente Wealth Advisors, a fee-only fiduciary firm based in San Diego. Before starting my own practice, I spent years in retail banking at firms like Wells Fargo, Bank of America, and U.S. Bank, which gave me a front row seat to how everyday financial decisions add up over a lifetime. I hold the CFP designation and an MBA, and I built Puente to be the kind of advisor I wished more people had access to: someone who explains things plainly and puts the client's interest first, always. My practice serves families and business owners who want a real plan, not just investment management. I work with clients on retirement planning, tax-smart investing, and building wealth that lasts across generations. I'm also bilingual and bring a unique perspective to cross-border planning for families with ties to both the U.S. and Mexico, something I understand personally through my own family's business in Tijuana. Outside of work, I'm a husband and father, and I spend my free time on the golf course, the pickleball court, or enjoying a good glass of wine. I built Puente on the idea that good financial advice should feel like a conversation with someone who genuinely has your back, not a sales pitch. That's the relationship I aim to build with every client.