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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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Interests

I enjoy traveling, reading and cooking

Community Participation

  • Finance Secretary of San Jose Christian Alliance Church
  • Board member of JustREAD

Areas of Focus

  • Women's Financial Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Experience

Qualifications

  • CERTIFIED FINANCIAL PLANNER practitioner
  • Chartered Retirement Planning Counselor
View Definitions

Education

  • M.B.A., 1991, Finance, California State University, Los Angeles
  • B.A., 1996, Business Economics, University of Hawaii at Manoa

Professional Associations

  • Financial Planning Association
  • CFP Board