Advisor profile


My approach

I believe financial advising is not just about reaching a destination but also about keeping you as secure as possible along the way. I provide comprehensive financial planning and investment management strategies so I can help to identify potential problems before they can cause harm. While you go about living your life, you can rest assured that I strive to keep a watchful eye on your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • California State University, Northridge, Master of Business Administration, 2013
  • California State University, Northridge, Bachelor of Science, Finance, 2008

Previous experience

  • Cartoon Network Studios, Burbank CA - Systems Administrator, 2000-2017