Orange County, California Office
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Ethan’s experience includes insurance, investments, and financial planning.
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Previously held positions include Vice President at Alpha Cubed Investments, LLC, Financial Advisor at Capstone Partners Financial and Insurance Services, Wealth Advisor at The Certus Financial Group, and Associate Vice President at Merrill Lynch.
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Ethan recently received his MBA in Financial Planning from California Lutheran University. Additionally, he graduated from University of Southern California, earning a B.A. in History. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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When he’s not working, Ethan likes to spend time with family and friends. He enjoys running, playing tennis, and getting out on the golf course. He was an avid soccer player until recently sidelined from competition by a knee injury. Ethan remains in the game as a licensed coach for AYSO under 8 Boys in Corona Del Mar, where he’s the looking forward to his fourth season as head coach.
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