My focus is to help two groups that are close to my heart - Women and Naturalized Citizens of The United States. No matter where you live in the US, if my message resonates with you, I look forward to speaking with you! In the same way some women prefer female doctors, some may also prefer a female advisor. I can relate to your needs and wants and help you feel at ease when talking about: Aging, I
nheritance, Single parenthood, Divorce, Empty Nest, Loss of loved ones, Longevity, Special Needs, Marriage, Income, Fears, Blended Family, Survivorship Benefits, Entrepreneurship, etc. Being a naturalized citizen of the United States myself & working in the financial service industry for the last 23 years, I understand how difficult it can be to build your financial future. You left your country, family, friends, and more to catch the American Dream. It's even harder to work from the ground up in a new country, sometimes feeling out of place...and yes, feeling like a foreigner. I applaud you for your struggles and climbing your ladder of success. Maybe you are retired, or planning it, and want to protect what you built, leave a legacy, or enjoy your life. I worked to help people from all over the world while working in Silicon Valley, California. My role was a private banker for Wells Fargo Bank and VP private client advisor for US Trust, Bank of America; and Merrill Lynch after relocating to Utah in 2015. I received my bachelor's degree in industrial engineering from Callao University in Lima, Peru. I hold the CERTIFIED FINANCIAL PLANNER™, and Certified Investment Management Analyst® certifications. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.
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