Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Certified Financial Planner™ Practitioner

Education

  • B.S., 2000, Business Administration, UC Berkeley, Haas School of Business

Awards & recognition

  • Pollak & Pollak Wealth Management, Ameriprise Client Experience Award, 2020-2021

Professional associations

  • Haas Alumni Network
  • California Alumni Association

Honored to receive recognition

All of us at Pollak & Pollak Wealth Management are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Pollak & Pollak Wealth Management team and the great experience we work so hard to provide for our clients every day.

Community participation

Supporting ACCFB during our Day of Service in June 2022!
Supporting ACCFB during our Day of Service in June 2022!

We're donating to various local food banks to help relieve pressure on higher demand for food in our communities.

Interests

  • Bay Area Native, Reside in Orinda
  • Yoga
  • Travel
  • Volleyball
  • English Bulldogs

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.