Preparing for that next step in life isn’t always easy. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs.

I am licensed to sell insurance in: CA and securities in: CA. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address:3003 Oak Rd. Suite 250, Walnut Creek, CA 94597

Education

Master in Computer Science (1981 - 1983)
Bachelor in Law (1975 - 1979)

Hobbies

Reading
Gardening
Travelling

Affiliations & Memberships

Member of the Financial Planning Association (FPA)

Community Involvement

Kiva
The Asian Pacific Islander American Public Affairs Association (APAPA)
AARP Foundation Tax-Aide