Advisor profile


My approach

I care about what’s important to you

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

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Small Business
  • Insurance
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of California, Riverside; B.S. Mathematics, Comp. Sci. & Econ. 2003

Interests

I absolutely love traveling and exploring new places, I'm always up for an adventure!

I enjoy wine, scotch and beer tastings. Being in California gives me the opporutnity to visit the various wineries and breweries.

Baking has always been a passion of mine; it gives me the time to relax and share sweets with everyone at the office.

Of course, spending time with family and friends is always an interest!

Community participation

I'm currently working with a team to build a non-profit from the ground up; we're focusing on building a school to bring quality education to underprivledged girls in a rural area.