Here to act in your best interests
I view financial planning like a puzzle where we need to put all the pieces together to see the big picture. Every client I help has those pieces and putting together their big picture is what is important to me. When I am not helping my clients, I enjoy spending time with my family, traveling and being outside.
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor™
Bachelor of Arts, California State University, Long Beach
Visit one of our Locations
Los Angeles IV - Anaheim
2400 E. Katella Avenue
Anaheim, CA 92806
Los Angeles V - Orange County
600 Anton Blvd.
Costa Mesa, CA 92626
Los Angeles III - Woodland Hills
21550 Oxnard Street
Woodland Hills, CA 91367