Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
31
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

  • University of California, B.S., Physics, 1981
  • University of California, M.S., Physics, 1983

Interests

My husband and I have two favorite pastimes: tennis and travel.

Awards & recognition

  • Five Star Wealth Manager, 2015
  • Ultimate Digital Excellence Award, 2021

Previous experience

  • Scientific Analyst, XonTech Inc., Van Nuys, CA, 1988-1990
  • Laser Physicist, Northrop Corporation, Hawthorne, CA, 1985-1988
  • Technical Staff Member, Hughes Aircraft Company, El Segundo, CA, 1984-1985