Born and raised in Malaysia, I arrived in the US with $1000 and a small suitcase in my early twenties. I joke that I "spent WAY too many years in school" earning MSc and PhD degrees in engineering (University of Pennsylvania) and before that a BSc (Hons) from the University of Edinburgh (Scotland). After a successful engineering and management career at the National Academies of Sciences Engineering and Medicine, I semi-retired to San Luis Obispo (SLO) and found new passions in volunteer work and golf. Before long, a new career at Edward Jones beckoned. I currently serve as a board director of the Bay Foundation of the Morro Bay National Estuary Program and an advisory member of Cal Poly Arts. I am also a past board director and president of the SLO Symphony and the Piedras Blancas Light Station Association.

George Gorrindo is my Branch Office Administrator. George is also a classically trained singer, and enjoys performing with several local ensembles, including the SLO Master Chorale, Resonance, St. Stephen's Episcopal Church and Central Coast Gilbert & Sullivan, among others.

Together, we help people and businesses make financial decisions aligned to their needs and goals. It starts by getting to know you and understanding what's important to you: your specific needs, goals and values. It includes understanding the strengths and weaknesses of your financial situation to help us jointly develop a long-term strategy to get you from where you are to where you want to be.

You are our focus. Whatever your goal – preparing for and living in retirement, saving for the education of your children/grandchildren, meeting your insurance needs, developing your legacy strategy to managing your wealth; we can help you.

By looking at the big picture now, we can help you enjoy retirement on your terms and meet other financial goals you may have, with as few surprises as possible. Through ongoing communications and meetings, we can ensure your strategy evolves and reflects your life.

We provide highly personalized service. All aspects of our business are aligned to help us better know you and meet your unique needs, goals and values.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Golfing
  • Hiking
  • Sustainability
  • Art & Theater
  • Community Outreach

Office Information

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More