Together with my team, I guide clients in the San Gabriel Valley toward their financial and retirement planning goals, whether you need comprehensive wealth management or help in a specific area like retirement income planning, estate planning, tax optimization. 

Understanding your unique situation, goals, and values is the foundation of my financial planning and wealth management practice in communities around Diamond Bar and Pasadena.  From there, we can build customized retirement, investment and tax-efficient strategies that work for today while preparing for tomorrow.

With over 25 years of experience as a financial professional in the San Gabriel Valley, I’ll partner with you to help achieve your retirement, wealth management, estate and financial planning goals.  Contact me today!

I am licensed to sell insurance in California and Hawaii.  CA Insurance License Number 0C72096.  I am a registered principal of and offer securities and investment advisory and financial Planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 790 E. Colorado Blvd., Ste. 710, Pasadena, CA 91101. 

Education

California State University Los Angeles (1981-1986)

Hobbies

Hiking, Movies, Cooking, Dog Care

Affiliations & Memberships

FINRA