Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Saving for Education
  • Business Retirement Plans
  • Small Business
  • Sustainable and Responsible Investing
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63, 65
  • Life, Accident and Health
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Arts, English & Communication, California State University, Dominguez Hills 2011

Interests

  • Traveling
  • Cooking/Baking
  • Spending time with family and friends
  • Wine tasting
  • Finding fun local eateries