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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Small Business

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • San Francisco State University; BS in Finance and Business; 1989

Awards & recognition

  • Ameriprise Circle of Success, 2014
  • Ameriprise Diamond Ring Club, 2014

Professional associations

  • National Association of Professional Women (NAPW)

Community participation

I serve as a board for Himawari-kai for Japanese speaker's networking group in San Francisco East Bay, helping a volunteer non-profit group to organize educational events and enhance support systems.

Interests

  • I love music (especially Jazz) and sing at events and clubs.
  • Health is important to me, and I practice yoga.
  • I enjoy creative writing and song writing.

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.