Advisor profile


Our Approach

Foci Wealth Management’s priority is preparing our clients for whatever life brings-- both the expected and the unexpected. Our team’s name, Foci, is the plural of focus, which is precisely what our practice is comprised of: multiple areas of competencies and knowledge. When working with Foci, our aim is to help protect you from uncertainty whilst creating personalized recommendations to help you achieve your financial goals.

9
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
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA, Political Science with International Relations Emphasis, UC Santa Barbara, Santa Barbara, CA

Awards & recognition

  • Ameriprise Ultimate Digital Excellence, 2023

Community participation

  • Access Fund
  • Alameda County Community Food Bank
  • Golden Gate National Parks Conservancy

Interests

I love spending time with my family - husband, two girls, two dogs, and two cats. My favorite adventures include, but are not limited to camping, hiking, rock climbing, and canyoneering.