I am a financial advisor with over 17 years of experience in helping investors reach their financial goals. In 2005, I launched my career as a financial advisor at Merrill Lynch in Beverly Hills. I serve as a partner to my clients, guiding them through life events and investment decisions, so they may have confidence in their future.

Over the years, I have travelled to 39 countries on five continents including all four 'BRIC' (Brazil, Russia, India and China) nations. Combined with my master's degree in international relations from Cambridge University, my travels bring particular insight into international and emerging market investing. I have a passion for diverse cultures and world history. As an undergraduate student at Columbia University, in fact, I studied history. I also completed courses in economics at both the graduate and undergraduate level.

I pride myself on offering a high level of attention and service to all of my clients. Periodic contact and reviews are an important part of my practice. I offer a personal approach to understanding each client's unique financial situation.

I look forward to the opportunity of helping you achieve your financial goals.

Focus areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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