My Edward Jones team and I bring a holistic approach to life planning. By remaining focused on your financial goals, we let you concentrate on what's most important: your family, your career and your future.

It begins with a personal level of service from our team that knows your name and values your relationship. We then craft tailored strategies to help you purchase a home, plan for retirement, build a business or protect your legacy.

My team works closely with estate attorneys, tax professionals and other professionals to execute and monitor your vision, adapting to real-life changes as they may occur in the future.

I enjoy being an integral part of the community and am involved with organizations such as Relay for Life, La Habra Tamale Festival, La Mirada Chamber of Commerce and La Habra Chamber of Commerce.

With our experience and community involvement, our branch has significant experience with educators, TSP plans, county and city employees, aerospace and defense industry, restaurateurs, small business owners and entrepreneurs.

I am Series 7, Series 66 registered and California Department of Insurance licensed, and hold securities registrations in 17 states. I have an AAMS® and the CRPC® designations from the College of Financial Planning.

I am a graduate of University of California - Irvine with a degree in business economics. I enjoy art of all forms, cooking (I grew up in a restaurant), and traveling. I am also fluent in Cantonese - Chinese.

We would like to help provide answers to your questions so you can be confident in making informed, financially sound decisions. Please contact our office to discuss your situation.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • LGBT Finances
  • Wealth Strategies

My Personal Interests

  • Art & Theater
  • Cooking
  • Health & Nutrition
  • Traveling
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu Closed for Holiday
Fri Closed for Holiday
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
Email Me

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