It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone?” Together, I know we can find the answers.
Whatever your concerns, I can help you create a comprehensive financial plan to address your most important priorities. Over the last 20 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.
Capabilities to impact your life and wealth
– I draw from extensive research and resources from across UBS to deliver customized investment plans to help my clients grow and sustain wealth
– Focusing on retirement planning, insurance planning, and wealth transfer strategies, capital preservation and risk management remain top priorities
My professional achievements and education
– B.S., Finance, Cal State University Fullerton
– Series 7, 63, and 65 securities licenses
– CFP®
Outside the office
– I live in Manhattan Beach with my husband Ben, and three kids
– I enjoy traveling with my family and friends, reading, hiking, surfing, snowboarding, the Bar Method®, and the peacefulness of home
Registered States:
AZ, CA, CO, FL, ID, MA, MD, NJ, NV, NY, OR, PA, TX