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

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Small Business
  • Tax Planning Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor's Degree, California State University at Northridge

Interests

I enjoy hiking, traveling and spending time with my family and friends.

Community participation

Los Angeles Regional Food Bank

Children's Hospital Los Angeles

National MS Society, Southern California and Nevada chapter

Shoes for the Homeless

Awards & recognition

  • Five Star Wealth Manager, 2018-2022
  • Goldstein & Associates, Ameriprise Client Experience Award, 2021