Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

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
21
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