Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
20
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

  • 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, 2012-2019

Previous experience

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