Advisor profile


What you can expect when you work with me

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.

Get started
31
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 Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Tax Planning Strategies
  • Social Security Retirement Benefits

Qualifications

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

Education

  • UCLA Bachelor of Arts, Literature, Writing

Previous experience

  • UBS Trading Floor Market Maker, 1986-2001
  • Director for the League Generation ON, 2003-2009
  • Morgan Stanley, Financial Advisor, 2009-2015

Community participation

  • Glide Memorial Church - Feed the Hungry
  • Second Harvest Food Bank
  • Generation On (Points of Light)
  • New Conservatory Theatre Center

Interests

  • Spending quality time with family
  • Understanding Blockchain Technology
  • Digital Currency and Asset research
  • Reading
  • Raquetball