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
11
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
  • Saving for Education
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License
  • Series 66 License
  • CA Insurance License #0I79970

Education

  • University of Southern California, B.S. Business Administration & Finance

Awards & recognition

  • C3 Private Wealth Advisors, Ameriprise Client Experience Award, 2020-2023
  • Ultimate Digital Excellence Award, 2021

Community participation

Interests

  • Spending time with my family
  • Helping others
  • Traveling
  • Golfing
  • Volunteering for Project Angkor