Here to act in your best interests

About me

I enjoy helping my clients create, manage and experience their long-term goals and dreams. I’ve been a financial planner since 2000, and it’s always satisfying to help them have clarity and transparency in their financial lives. My spare time is all about being active with my two teenage daughters. We like to mountain bike, play beach volleyball, surf and ski.

Education

Bachelor of Arts, Political Science - California State University, Long Beach

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San Diego I - San Diego

3570 Carmel Mountain Road

Suite 450

San Diego, CA 92130

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