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
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7, Series 66 Licenses

Education

  • Master of Science in Finance, University of San Diego
  • Bachelor of Business Administration, Finance, University of San Diego

Community participation

Board Member, I Love A Clean San Diego

  • I support ILACSD because I believe in our mission to conserve and enhance the environment

Interests

I love living in San Diego and particularly enjoy anything that gets me outdoors. I like surfing and golfing and especially love adventures with my family like a day at the beach, local playgrounds, the Safari Park, or exploring the Botanic Gardens.