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

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
22
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℠
  • AIF® Accredited Investment Fiduciary

Education

  • Bachelor of Science, Accounting, Rutgers University, Newark, NJ

Interests

Born in Chile and raised on the East Coast, I moved to San Diego, CA in 2008. Through my many diverse life experiences, I have gained tremendous respect and interest in working with a wide array of individuals on both a personal and professional level. I live in San Marcos, CA with my two beautiful daughters, Mia and Abigail. An afternoon with family and friends, enjoying good food and wine, is a perfect day for me.

My interests include:

  • Reading
  • Cooking
  • Baseball
  • Playing and watching soccer
  • Golf
  • Traveling

Community participation

I am a member of the Carlsbad Chamber of Commerce.

Our office, clients and friends volunteer annually at Feeding America San Diego.

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Awards & recognition

  • Five Star Wealth Manager, 2012-2022
  • Ameriprise Client Experience Award, 2020

Previous experience

  • Accountant, Krauss Whiting LLC, Stamford, CT, 1998-2000

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.