As a financial Advisor, my main goal is to help educate those I work with to understand the importance of Financial Literacy and Financial Planning in their everyday lives! I am a passionate, people person, and want the best for my clients and their families. 

My team and I focus on helping our clients with tax-efficient strategies, as well as protect their downside through proper insurance planning. We believe in diversified investment and retirement planning as well. We focus on creating a comprehensive financial plan for all of our clients, one that they can follow and feel confident about. We have a wonderful clientele here locally in the Southern California area, as well as an ever-growing national practice with clients from coast to coast.