Eugene has over 15 years of experience in financial services and specializes in estate and legacy planning, investment management, and retirement income planning.

Eugene’s career spans time spent with UBS, Fidelity Investments and Commonwealth Financial Network. Most recently, Eugene was the Regional Director for a San Diego based investment firm where he was instrumental in creating the largest and most profitable territory in company history.

Eugene lives in San Diego with his wife, son, and golden doodle.

• BA, UC San Diego


• EMBA, University of Nevada - Reno