My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.

As a financial planner and wealth management advisor, I take the time to understand my clients’ goals so that we can create a path toward creating the lives they envision for themselves and their families.

My approach to planning is rooted in discovering what makes money meaningful to my clients and nurturing lifelong partnerships with them.

I specialize in providing guidance on having enough money to last throughout retirement; funding education for children or grandchildren; minimizing taxes to keep more of your income; ensuring your assets are optimally positioned; leaving your assets to heirs or charities; and creating a safety net that accounts for illness, injury, layoffs, or market downturns.

My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

I am licensed to sell insurance and securities in: CA.  I am a registered principal of and offer securities and investment advisory and financial services through MML Investors Services, LLC, Member SIPC. Supervisory address: 1045 W. Huntington Dr., Ste 200., Arcadia, CA  91007 – (626) 639-1900.

 

Education

California State University Los Angeles (1981-1986)

Hobbies

Hiking, Movies, Cooking, Traveling

Affiliations & Memberships

FINRA