Advisor profile


My approach

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, I provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. I also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. My practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Areas of focus

  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Insurance
  • Charitable Giving
  • Estate Planning Strategies
  • Small Business
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • RICP® Retirement Income Certified Professional®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • CKA® Certified Kingdom Advisor®
  • FINRA Series 7 license and Series 66 license

Interests

Art - started college as an art major then switched to business, Architecture - we built our house, Jazz, Gardening (especially vegetables), Cooking-its part of my daily unwinding, Travel- which I don't do enough of.

Community participation

  • Inner Circle supporter for Los Angeles Center Theatre Group,
  • Patron member of LACMA (Los Angeles County Museum of Art)

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016, 2017,2018, 2019, 2020