Advisor profile


My approach

I believe financial advising is not just about reaching a destination but also about keeping you as secure as possible along the way. I provide comprehensive financial planning and investment management strategies so I can help to identify potential problems before they can cause harm. While you go about living your life, you can rest assured that I strive to keep a watchful eye on your financial future.

Areas of focus

  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Investment Management
  • Saving for Education
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • California State University, Los Angeles, Master of Arts, 2011

Previous experience

  • Ameriprise Financial Services, LLC - Client Relationship Manager, 2013 - 2019
  • The Language Institute, Teacher, 2011 - 2013
  • Ameriprise Financial Services, LLC - Client Service Manager, 2001 - 2011