Advisor profile


What you can expect when you work with me

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.

Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Investment Management

Qualifications

  • Series 7 License
  • Series 66 License
  • California State License for Life, Health and Long Term Insurance

Education

  • Masters of Science in Business Administration, University of San Francisco

Professional associations

  • University of San Francisco Alumni Association
  • University of California Alumni Association

Previous experience

  • Oppenheimer & Co. Inc., 2013-2017 Los Angeles, CA
  • Western International Securities, In., 2010-2013 Los Angeles, CA
  • Wells Fargo Advisors, LLC, 2009-2010 Los Angeles, CA

Community participation

American Society for the Prevention of Cruelty to Animals

Interests

I love animals. I enjoy traveling, staying healthy, and living a balanced lifestyle.