The focus of my practice is to support and empower my clients to manage their wealth to optimize their lives of fulfillment, meaning, and joy. 

While I work with a diverse clientele, my experience as a woman with over four decades in the investment business has given me a perspective that is especially additive for women who are or would like to be decision-makers, either on their own or in partnership with their significant other/spouse. 

I help clients to clarify what matters most to them. This clarification provides the foundation for asset allocation, investment strategy, intergenerational wealth transfer and succession, charitable and philanthropic giving, wealth preservation, and tax mitigation. I facilitate a virtual family office experience by working with other professionals in areas such as tax, law, real estate, and insurance as an integrated team to achieve my clients’ holistic objectives.

Increasing the awareness and knowledge base for my clients in the evolving area of ESG (Environmental, Social, and Governance) investing, also known as sustainable investing, enables my clients to add another dimension to their wealth management and satisfaction. 

I enjoy spending my free time with my husband, children, grandchildren and friends. Theatre, opera, museums, fitness, hiking, travel, and dining on new cuisines are some of my many interests.

• Certified Investment Management Analyst (CIMA®)
• Wealth Advisor Designation, UBS Financial Services

• B.A., University of California, Berkeley
• Universite de Bordeaux

• Series 7, General Securities Representative
• Series 65, Investment Advisor Representative
• Series 63, Uniform Securities Agent
• State of California, Life and Health Insurance Licensed (#0A77687)

• Trustee, TheatreWorks Silicon Valley
• Executive Board Member, VC (Venture Capital) Taskforce
• Member, Peninsula Professional Advisors Network of the San Francisco Jewish Community Federation
• Member, Investments & Wealth Institute
• Member, Circle of Friends Committee of The CJM (The Contemporary Jewish Museum)

CA, MA, MI, NJ, NY, OR, PA, TN