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

  • Wealth Preservation Strategies
  • Investment Management
  • Intergenerational Planning
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 65
  • CA Insurance License #OD65139

Interests

I live in beautiful La Jolla . Love the ocean.

- Golf, My favorite course is Torrey Pines.

- Art, I enjoy painting and collecting. From Street Art to Cubism, Realism etc...

- Soccer, Love playing and next to family, Manchester United is my other love!

- Politics, I'm passionate about international and U.S. politics.

- Cooking,

Community participation

Current treasurer of The La Jolla Farms security association.

Professional associations

  • Former member of L.A.'s Committee on Foreign Relations.

Previous experience

  • Wells Fargo Advisors, 2008-2018
  • UBS Financial Services, 1997-2008
  • Smith Barney Inc., 1992-1997