In high school, I juggled two jobs to help my family. In college, I worked full-time pulling grave-yard shifts to put myself through school. With a credit card and personal grit, I started an e-commerce company, grew revenues exceeding $1M and sold it years later. My introduction to the wealth management industry started in 2001 at Morgan Stanley. Today, I take pride in being the financial steward
for families and individuals helping them craft a unique roadmap to achieve their personal aspirations and financial milestones. Our team implements a 5-step process to make sure each client feels understood, informed, secure and in control with all aspects of their financial life. Our process – there are dreamers and there are planners; the planners make their dreams come true. That is why, when partnering with you to fulfill your aspirations, our established process considers important factors such as your desired retirement age, desired monthly spending, existing assets, debts and liabilities, social security benefits, pension benefits, rental property income, retirement contributions, employer contributions, sale of a business, stock options, real estate assets, potential growth, inflation, inheritance, taxes and philanthropy. In addition, we consider your comfort level to properly assess the appropriate investment strategy to help you navigate through good markets and downturns. Furthermore, we partner with your tax professionals and estate attorneys to guide you with a holistic approach with you at the center of it all.
• CA State Polytechnic University | BS | Business Administration
• Exit Planning Institute | CEPA® | Certified Exit Planning Advisor®
Member SIPC.
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