My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

Hiking

Camping

Biking

Spending time with family

Helping the less fortunate

Reading

History

Community Participation

Boy Scouts Of America, Troop 360 Beverly Hills, CA

Feeding the Homeless SOVA, Los Angeles, CA

Heal The Bay, Santa Monica, CA

First Robotics competitions, Los Angeles, CA

26
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 5 reviews 100.0

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Business Retirement Plans

Education

  • Bachelors in Molecular Biology, California State University, Northridge,CA

My Videos(1 videos)