Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Securities Licenses 7 & 63

Education

  • CSU Sacramento
  • New York University

Interests

Martial Arts

Spending time with my family

Reading

Movies

Community participation

I teach children and teen self defense and safety seminars.

I also work with the following charities:

Professional associations

  • CA Department of Insurance