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
31
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
  • Intergenerational Planning
  • Investments
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans

Education

  • Bachelors in Molecular Biology, California State University, Northridge,CA

Community participation

Boy Scouts Of America, Troop 360 Beverly Hills, CA

Feeding the Homeless SOVA, Los Angeles, CA

Heal The Bay, Santa Monica, CA

First Robotics competitions, Los Angeles, CA

Interests

Hiking

Camping

Biking

Spending time with family

Helping the less fortunate

Reading

History

My photos

2 albums
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