Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Employee Stock Options
  • Saving for Education
  • Charitable Giving
  • Domestic Partner Planning
  • Family Finances

Qualifications

  • Chartered Retirement Planning Counselor
  • Financial Advisor
  • Personal Financial Planner, UCI 2006

Education

  • Long Beach State University, BS Microbiology

Professional associations

  • Member, Financial Planning Association

Previous experience

  • Ceres Biotech, 2000-2005
  • MCGAW LABS, 1992-1998

Community participation

Food Finders Volunteer

Colette's Childrens Home

Interests

Golfing

Gardening

Tennis

Biking

Running