CFP®Request an appointment
Here to act in your best interests
A financial planner since 2008, I use my many years of experience to help my clients create realistic financial plans and diversified investment portfolios to enable them to reach their goals. I enjoy developing lifelong relationships with my clients and supporting them as they navigate financial challenges and opportunities through all stages of life.
CERTIFIED FINANCIAL PLANNER™
Bachelor of Arts, University of California, Los Angeles
Visit one of our Locations
Los Angeles VIII - Woodland Hills
21550 Oxnard Street
Woodland Hills, CA 91367
Working with us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.