Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investments
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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