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
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Charitable Giving

Qualifications

  • Bachelor of Arts, University of California, Los Angeles (UCLA)
  • Series 7, Series 63, Series 65
  • Insurance Licensed

Education

  • Bachelor of Arts, Psychology
  • University Of California, Los Angeles (UCLA)

Community participation

Co Chair of LAMBDA LEGAL Fort Lauderdale event for 2012-2013. Proud sponsor of the Sunserve Social Services Center of Fort Lauderdale . I am a Founder's Circle sponsor of the Pride Center of Fort Lauderdale and participate with Our Fund-LGBT Foundation

Interests

I enjoy travel with family and friends, community theatre acting and  weightlifting.