My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.

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Interests

  • An avid fitness enthusiast, I enjoy an active workout
  • Member - Ocean Institute
  • Soccer aficionado

Community Participation

  • As a Certified Financial Planner™ practitioner I offer financial planning opportunities including wealth management, savings, insurance and annuity strategies.
  • Our clients in the greater Long Beach and southern California region are able to avail themselves of personal financial planning utilizing a comprehensive approach.
  • Reach Your Financial Goals - request your complimentary consultation today!
  • St. Mark's Church, Downey - Lector (Lay Reader). Also served previously on Vestry Finance committee

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies

Experience

Qualifications

  • Certified Financial Planner, CFP®
  • FINRA series 7, 63
  • Client - based personal financial planning since 1992
  • Advanced Planner Group - 1994
  • President's Recognition Award - 2004 (For Advancing Quality Advice)
  • California Department of Insurance - authorized for variable contracts
  • Bachelor of Science, (Honors)
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