Advisor profile


My approach

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Cash Flow Management Strategies

Qualifications

  • FINRA Series 7
  • FINRA Series 66

Education

  • MBA, Master of Business Administration - California State University, Los Angeles,

Interests

  • Travel
  • Live theatre & music
  • Walking/hiking
  • Roller skating
  • Volunteering
  • Sports fan - Tennis, Football
  • Watching my god children compete!

Community participation

The Village Enrichment Program Founder & Board MemberMotivating Our Students Through Experience (MOSTe) MentorThe Ebell Club of Los AngelesWomen's Club