Advisor profile


What you can expect when you work with me

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.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Small Business
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care

Education

  • San Diego State University, B.S. - Business Administration, Accounting

Awards & recognition

  • Five Star Wealth Manager, 2012-2024
  • Ameriprise Ultimate Digital Excellence Award, 2022-2023

Community participation

I support the local Little League and travel baseball programs that help kids learn the fundamentals and become better citizens at the same time. I also support the Sacramento Taiko Dan and the Sacramento Asian Community Center golf tournament which helps develop programs that improve the quality of life for older adults.

Interests

  • I enjoy golfing, fly fishing, and watching my teenage boys play baseball and golf.
  • Three generations of my family vacation together each year.
  • I'm an Eagle Scout and support scouting programs.
  • I taught English in Japan for three years on the JET Program

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.