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

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Women's Financial Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • FINRA Series 7, 24, and 63

Education

  • BS, University of Southern California, Los Angeles, CA

Interests

  • I've run 4 LA Marathons
  • Enjoy spending time with family and friends.

Awards & recognition

  • Five Star Wealth Manager, 2014-2018