Advisor profile

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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
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Tax Planning Strategies


  • ChFC® Chartered Financial Consultant®
  • CMFC™ Chartered Mutual Fund Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Chartered Financial Consultant
  • Chartered Mutual Fund Counselor SM


  • Master of Science, Finance, 2010, University of Leicester
  • Certificate in Strategy, 1998, Claremont Graduate University
  • Bachelor of Arts, Economics, 1987, University of California, San Diego

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2023
  • Five Star Wealth Manager, 2014 & 2015
  • Ameriprise Circle of Success, 2006-2021
  • Ameriprise Hall of Fame, 2010

Professional associations

  • Ameriprise National Franchise Advisory Council, 2014-2018
  • The American Finance Association

Honored to receive recognition

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, I’ve been named to the 2023 Forbes Best-in-State Wealth Advisors list. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Itzen Bishop Financial team. This achievement would not have been possible without you.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: SHOOK is a registered trademark of SHOOK Research, LLC.

Community participation

Personally, I support and am involved in various activities during the year with The Amargosa Conservancy and am an advocate for several wildlife conservation organizations. Itzen Bishop Financial annually supports the Inland Valley Humane Society, Foothill Family Shelter, Western University of Health Sciences, and the Upland Chamber of Commerce.


My interests include: Traveling - especially to UNESCO World Heritage sites, soccer, art, literature, Formula 1, running or hiking outdoors, competing in 10K's, reading and collecting golden age mysteries - especially Agatha Christie.

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.