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

  • Women's Financial Strategies
  • Investments
  • Saving for Education
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
16
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S., Business Finance, 2005, San Jose State University, San Jose, CA

Interests

Quality time with my family is the important thing to me. Whether it's just cooking dinner with my husband, cheering on my nephew and nieces at their San Jose judo tournaments, or just gathering for Sunday suppers.

My way of exploring new travel destinations is eating and drinking my way through the city and carrying those experiences back to my own kitchen. I could be identified as that tourist who carries around her large DSLR camera!

I enjoy discovering new bay area running trails, golfing on the weekends, and snowboarding down the highest slopes in the winter.

Giving back to my San Jose community is also a high priority for me.

Community participation

    As an alumni of The Academy of Hospitality & Tourism, Oak Grove High School, San Jose, CA, I'm passionate about mentoring students as an Advisory Board Member.
    I'm also a Parent Volunteer at the San Jose Buddhist Judo Club in San Jose, CA where my nephew and nieces practice and compete in Judo.

Awards & recognition

  • WisdomSource Wealth Advisory Group, Ameriprise Client Experience Award, 2021
  • Ultimate Digital Excellence Award, 2021

Professional associations

  • Campbell Chamber of Commerce

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.