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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Investments

Qualifications

  • FINRA Series 6, 7, 63, 66 CA Life and Health

Education

  • San Francisco State University, Bachelors in Business Finance, 2010-2012

Previous experience

  • Private Client Advisor, JP Morgan Chase Bank, South San Francisco, CA, 2012 - 2022

Community participation

My community activities revolve around my child’s school events.

Interests

Family has always been my motivation and interest. Being the eldest, I helped take care of my two siblings.  couldn’t wait to finish school, I wanted to start working to lessen their burden. Now with my own family, I feel honored to be a parent and blessed being able to take care of my family.

I enjoy fishing, playing sports, dynamic driving, community service, and church. Helping others find their financial freedom.