Financial Advisor
.Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Born in the Philippines and raised in Los Angeles, Karl and his family came to the US to pursue the American dream. Raised in a Christian household, Karl learned how important Christ was in his life and wanted to be a good steward of what God has given his family spiritually and financially.
Today, Karl works with a team of professionals to help families, healthcare workers, and small business owners, align their finances with their goals. Everyone has a different financial situation, and it is Karl’s passion to educate, execute, and empower the people his team works with while leaving a legacy.
Outside of his professional work, Karl is a lead guitarist on his church’s worship team, loves to travel, and leads a small group of young men to help them grow in their relationship with Christ.
- Bachelors of Finance, California State University, Fullerton
- Associates of Business Administration/Management, Santa Monica College
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- California(Insurance Lic. #4451806)
- Oregon
- Washington
Office location
Glendale Location
505 N Brand Blvd Suite 1225
Glendale, CA 91203
Phone323-709-0481HoursGlendale, CA 91203
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations