My focus is to assist clients in realizing their life visions by bridging the gap between their goals and reality. Through a comprehensive analysis, I assess clients' financial situation and assist in implementing recommendations to address their concerns.
In 2011 and 2012, I was selected as a Five Star Wealth Manager in Los Angeles.
High net worth individuals usually between ages 50-70 years seeking advice on ensuring lifetime income, tax efficient retirement income distribution, wealth management, risk exposure and estate planning.
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Social Clubs
Rotary Club of Pasadena
Charities
Pasadena Community Foundation Womens Foundation of California
Graduate Degrees
Masters in Social Work
College Degrees
Bachelors in Sociology
Speaking/Teaching
Experience
Conduct seminars on various financial planning issues
Organizations
Financial Planning Association Estate Planning Council SGV
