Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future. 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.

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.

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.

I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

I am licensed to sell insurance in California, Texas, Nevada, Arizona, and New York. Domiciled in CA. CA Insurance License Number 4540672; NPN Number 22177802. Texas License Number 3515213. Nevada License Number 4233188. Arizona License Number 372034621; NPN Number 22177802. New York License Number LA-1982774.

Education

Stanford University: BS Chemical Engineering (2011-2015), Stanford University: MS Chemical Engineering (2015-2017)

Hobbies

powerlifting, indoor rock climbing, hiking, foreign language learning