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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management

Education

  • Bachelor of Arts, Business Finance, San Jose State University, San Jose CA 1999-2022

Previous experience

  • Merrill Lynch, First Vice President, Palo Alto, 2022-2025
  • HSBC Securities, Vice President, Cupertino, 2016-2022
  • AXA Advisors, Financial Professional, San Mateo, 2014-2016
  • Farmers Financial Solutions, Agency Owner, Elk Grove, 2004-2013

Community participation

Big Brothers Big Sisters is important to me because I believe every young person deserves someone who listens, encourages, and believes in their potential. Mentorship can change the direction of a life, and I want to be part of that impact.

My support to Big Brothers Big Sisters is by mentoring a boy from Vietnam who was adopted by an American mom. I strive to be a steady male role model in his life—someone who can guide, encourage, and inspire him as he discovers his own strengths and potential. I served as a mentor for two years before stepping away when the pandemic began.

My title was a Mentor- Big Brother.

My photos

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