With nearly a decade of experience, Endika specializes in helping individuals and families navigate their financial journeys and build a confident future. He is passionate about creating personalized strategies that align with his clients’ goals, providing professional guidance in areas like retirement planning, investment management, and wealth preservation.
When he’s not working, Endika enjoys spending quality time with his wife Cheryl and their three children, Madison, Ethan, and Ava. As a family they enjoy hiking, mountain biking, skiing, and golfing. Whether it’s a family outing or simply being together, Endika values the importance of balance and connection, both in life and in financial planning.
Focus Areas:
Retirement Income Strategies
Retirement Savings Strategies
Portfolio Reviews
Wealth Strategies
Estate & Legacy Strategies
Intergenerational Planning
Certifications
AAMS
Accredited Asset Management Specialist
Education
Western Governors University
Bachelor of Science