Owen is a dedicated Client Services Representative at Kraft Wealth Management, where he supports the firm's commitment to exceptional client service. He graduated from San Diego State University in 2024 with a degree in Marketing and is actively pursuing his goal of becoming a financial advisor.
In his role, Owen manages client inquiries, coordinates financial plans, and ensures a seamless experience for clients. His passion for finance and strong communication skills help him build lasting relationships and deliver tailored solutions.
Outside of work, Owen enjoys traveling, surfing locally in San Diego, and skiing. He grew up in the San Francisco Bay Area, so winter ski trips to Tahoe have always been a tradition.
Education
- BS in Marketing from San Diego State University