Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7, Series 66 Licenses

Education

  • Master of Science in Finance, University of San Diego
  • Bachelor of Business Administration, Finance, University of San Diego

Interests

I love living in San Diego and particularly enjoy anything that gets me outdoors. I like surfing and golfing and especially love adventures with my family like a day at the beach, local playgrounds, the Safari Park, or exploring the Botanic Gardens.