Why I Started AMOR FATI

After five years in the financial services industry, I began to feel the work had lost its sense of purpose. Too often, the incentives of practitioners were misaligned with the goals of their clients. High fees were paired with minimal service, and smaller clients were frequently overlooked altogether. Much of the industry adds layers of complexity that obscure the path to financial independence rather than clarify it. That never sat well with me.

After leaving my role as an investment adviser representative, I saw an opportunity to continue serving the clients with whom I had already built meaningful relationships. I set out to build a different kind of advisory and financial planning practice — one centered on each client’s real needs and long-term goals. I wanted to focus on education and financial philosophy as much as advice so clients would feel confident and empowered rather than confused. My aim is to simplify the financial path and make it transparent.

My interest in connecting philosophy with financial advice goes back to when my dad gave me The Richest Man in Babylon by George Samuel Clason. Its message is simple: the core principles of finance are universal and timeless — spend less than you earn, save consistently, invest early, and diversify risk. Those are the same foundational ideas I strive to share with my clients today.

I also wanted the firm itself to stand for something enduring. That is why I named it Amor Fati Financial Services, inspired by the Stoic principle amor fati — “love of one’s fate,” or to embrace everything that happens. In many ways, it reflected my own decision to embrace this career change fully. The name simply felt right.

Financial life inevitably includes both comfortable periods and difficult ones. There will be times when everything feels secure, and times when progress feels slow or uncertain. My mission is to help clients navigate both. You may not always love your financial circumstances, but I want you to love the experience of working with me — and to come away not only with a stronger plan, but with a deeper understanding of finance itself, which is ultimately inseparable from the philosophy of how we live.