Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Insurance
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Employee Stock Options

Qualifications

  • Series 7 Licensed
  • Series 66 Licensed
  • Certified Long-Term Care Agent
  • California State Licensed for Life, Health, and Variable Contracts
  • Hawaii State Licensed for Life, Health, and Variable Contracts

Interests

  • I enjoy traveling, and spend every New Year's Eve in Hawaii
  • I appreciate photography and digital media
  • I am a fan of the Performing Arts, and enjoy music and dance
  • I also enjoy trying new recipes and baking

Community participation

  • Health Dimensions, Company Health Expo Participant, Los Angeles/Orange County, CA