I am a Financial Advisor primarily serving the Los Angeles area. I help clients with planning for short, medium and long-term life and financial goals and helping to build generational wealth. By living a saving and investing lifestyle, we can help change the trajectory of your family's finances over time.
I started saving money in my father’s credit union when I was 12 years old. I am a firm believer in credit unions, and I am proud to help our members plan for their future. I feel that I can help everyone I meet. I’ve made a career out of educating investors at all experience levels with saving and investing. My commitment is to educate our members and understand the values, needs and goals of each member to help them make the best financial and life decisions.
My process consists of:
• Understanding your core values
• Generating goals that reflect those values
• Establishing a consistent plan of saving, investing and life planning
• Maintaining your plan and assisting you with making financial adjustments as your life changes.