Our Story

Why building a community matters to us.

March 2020
Covid-19 lockdown begins

While finishing college I became overburdened with too much free time. Instead of investing all this time in Fortnite (I definitely still put a lot of time here), I decided to learn a new skill. So, I began studying for an investment management exam called the series 65 exam.

I have a habit of going to coffee shops to study or work. COVID shut down all of my local coffee shops so I built the one you see below.

December 2020
Graduating from College

I considered not adding this here, but I will because my story is evidence of how quickly you can change your moonshot. In 2020 I graduated from California State University, Fullerton with a B.S. in Kinesiology. Yes, I thought I was going to become an occupational therapist...

May 2021
Starting Brighter Days Investing

I was beginning to build a reputation as the investment guy among my friends. To answer their questions and to provide education to everyone who wanted it I started a blog and newsletter called Brighter Days Investing.

The website is still live go check it out!

Brighter days Investing
August 2021
Getting hired at Ameriprise Financial!

This was my first introduction to the industry. Many great relationships were built here, but the main thing I realized is that I didn't want to do planning the way they did planning.

July 2023
Passing my CERTIFIED FINANCIAL PLANNER® exam

Potentially one of my proudest accomplishments in my career. This was a 7-hour exam that took 1 year of education and 3-months of preparation. I wouldn't be able to pass this without the help of my family, dedication, and meditation to keep me focused.

November 2023
Going off on my own

The urge to start my business grew stronger and stronger until about September of 2023 when I started to plan my next steps. By November I was set to launch our firm despite the opposing advice I received.

May 2024
Rebranding to
moonshot planning

After a long weekend at an industry conference, I became inspired by some words spoken by Joe Duran when he said "It's embarrassing how much creativity our industry lacks." As I sat with this thought I soon realized Brighter Days Planning was becoming just another one of those. When I think about what we're building now I can't help but think "this is going to be a moonshot." A community of individuals getting together to plan and help each other with their finances in a professional setting is a moonshot in this industry.

Today were building moonshot planning.
Our journey started during the COVID-19 pandemic, and because of this, we lacked support & community while building our business.

Our vision for moonshot planning is to bring people together to discuss personal finances, growth, & business, while also providing more in-depth financial planning for those in the community that are ready.

You've heard our story, it's now time for the world to hear yours.

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