Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I help individuals, families, and business owners who are building towards a work-optional lifestyle. By working side-by-side together with you, we will develop a plan that will help you achieve your dream of financial independence. Whether your dream is to retire as soon as possible, step away from running your business, or just having the knowledge that you can quit your job and be “OK” financially, I can help.
Within our practice we have a division that focuses on the specific - often complex and unique needs of successful business owners that include - lending, risk management, exit and transition planning. Our team’s experience working with privately held business owners has contributed to our ability to help our business owner clients develop a comprehensive plan designed to reach their goals.
Helping you achieve your financial goals and dreams is my passion. When you have less stress about your finances you can focus more time on the things and people that matter most to you.
Using a process, refined over a decade, I provide you with targeted, customized financial advice and wealth management – delivered with the highest level of personal service and professional integrity.
BACKGROUND AND EXPERIENCE
After graduating from the University of California at San Diego with a degree in Economics, I moved back to the Los Angeles area. Since 2006 I have helped clients address their financial concerns and developed a process that emphasizes each individual’s specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.
My process is dedicated to helping successful individuals, families, and business owners develop financial and investment strategies that line up their needs, goals, and risk tolerance. I assist each one of my clients plan for the future in a way that helps meet his or her individual needs. I use a holistic approach and if a working relationship is developed, I can work with you and your family to help achieve your goals.
AWAY FROM THE OFFICE
I enjoy nothing more than spending time with my family and friends. In the summer, I spend most of my time near the beach, on the golf course, or traveling abroad. During the winter months, you will find me snowboarding the local mountains or with friends in Colorado. I also enjoy reading, photography, and living in the city of Cypress. I am fluent in English & Spanish.
English & Spanish
University of California System
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Senior Wealth Management Lending Officer, NMLS #637492
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.