Here to act in your best interests
With a lifelong curiosity about financial markets and a love of people, being a financial planner has been the perfect calling for me. I get satisfaction from helping my clients achieve their life dreams and create financial security. In my free time, I’m constantly on the go, spending time with family, exploring the outdoors, enjoying live music and cooking.
CERTIFIED FINANCIAL PLANNER™
Certified in Blockchain and Digital Assets℠
Bachelor of Arts, University of San Diego
Visit one of our Locations
Los Angeles V - Orange County
600 Anton Blvd.
Costa Mesa, CA 92626