If you are interested to find out if you have sufficient income and resources to retire comfortably, on your terms, we should meet. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I earned a bachelor's degree in finance from San Diego State University. In addition, I received my CFP® designation in 2008. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I joined Edward Jones and opened our office in Carmel Valley in 2009, after 10 years as a wealth management advisor at Merrill Lynch, San Diego and La Jolla.
I was born and raised in Northern California and have lived in San Diego since 1975. I am married and have two sons and two grandsons.
I have been active in business and community civic affairs in San Diego for many years. I am a board member of the Scripps Health Gift Planning Advisory Board, and a member of the Estate Planning Group Network.
Meeting face to face, when it is convenient for you, is how we build strong relationships. We focus on your needs, with an established process, to help you meet your financial goals.
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