Hi, and thanks for visiting our website. It’s hard to believe that so much has changed since 1991, the year I started building financial relationships with affluent families and individuals.
That year the DOW topped 3,000 and the public was introduced to the World Wide Web. Google and Amazon didn’t even exist.
But while the world has changed, the dreams and goals of our clients have not. Secure and stress-free retirement, legacy planning and enjoying the golden years in dignity and comfort all remain top priorities.
But while those goals remain unchanged, reaching them has never been harder. One reason is the sheer length of living in retirement that must now be navigated. A single financial misstep could set you back years -- or keep you from achieving your goals entirely.
This is where my experience and training can make a difference. Some financial professionals are Certified Public Accountants. Others are Certified Financial Planner Professionals. I am both. In addition, I hold Series 7, 63 and 65 credentials and am insurance licensed in California.
All this means I not only understand investments but their tax implications as well. I am also a fiduciary and by law must put my clients’ interests before my own. I graduated from California State University, Hayward with a degree in business administration with an emphasis in accounting.
My goals for the coming year include mentoring, playing more classical piano, learning to ocean kayak and hanging out with my beloved dog Duke. I support the Women’s Resource Center and the San Diego Food Bank.