
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreI believe it is essential to understand what goals you are working towards before you invest your money. The financial world can feel complex; I can work closely with you and your CPA, attorney and other professionals to help determine the most appropriate strategy for you and your family.
Originally from Rancho Cucamonga, I have lived in San Diego since 2015. My goal is to positively impact the financial health of the community. I focus on helping professionals and families develop and implement comprehensive financial strategies. Whether it’s planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones that we care the most for, I take the time to identify each goal and develop the strategy to address it.
I provide the investments, services and tools our clients need to work towards their financial future.
Outside of the office, I love to spend my time on things that bring me joy and growth. I love hiking, listening to podcasts, traveling, coffee roasters, breweries, trying new cuisines, supporting local businesses and spending time with loved ones. I love to be challenged and will always seek opportunities to help me grow.
Weekday | Availability |
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Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed 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 quizA summary of last week's market highlights and economic news.
Learn More