Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Charitable Giving
  • Investments
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Sustainable and Responsible Investing
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S., Industrial and Systems Engineering, San Jose State University, San Jose, CA

Interests

  • I embrace sustainable and responsible investing.

Community participation

I am a strong believer that we can do well for ourselves by doing good in our community. Like Churchill once said, "We make a living by what we get, but we make a life by what we give". This is why I serve on several nonprofit board of directors in my community.

Professional associations

  • Financial Planning Association