Advisor profile


My approach

In our fast-paced world, individuals can be inundated with financial information on a daily basis and are often not sure who to turn to for sound advice. At Salient Wealth Planning, I focus on filtering out the noise to help bring clarity and simplicity to the key actions needed to help our clients manage their finances. I work closely with you to understand your goals and unique needs to then provide holistic financial planning and investment management strategies.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Income Strategies
  • Saving for Education
  • Women's Financial Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • RICP® Retirement Income Certified Professional®
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 Securities License
  • Series 66 License
  • CA Life, Accident & Health Insurance License

Interests

I am originally from Santa Cruz and moved to San Diego in 2010. I currently live in Escondido with my husband Will and we enjoy going to baseball games, working in our garden and working on various home projects. I'm also an avid baker in my free time.

Community participation

We take pride in being involved with our local Feeding America food bank as well supporting Promises2Kids.