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

Areas of focus

  • Consulting on potential benefits and risks of IRA rollovers
  • Small Business
  • Business Retirement Plans
  • Investments
  • Investment Management
  • Insurance
  • Retirement Planning Strategies

Qualifications

  • APMA® Accredited Portfolio Management Advisor™

Education

  • University of Oregon, Bachelor of Arts- Major History, Minor Business Administration

Professional associations

  • Santa Monica Chamber Of Commerce
  • Jewish Federation Los Angeles
  • Alzheimer's Association of America

Community participation

JNF Jewish National Fund Donor

Interests

Basketball, Beach Volleyball, Entrepreneurship , philanthropy, Chess, Salsa dancing, Latin Music, Spanish language and heritage, Traveling, Exploring new cultures through food. Opera, and Orchestral Music. Trivia, and scrabble. Yachting/ Boating, Scuba diving, and snorkeling.