Let's plan your financial future, together.
I help individuals and families—such as educators, private and public-sector professionals, and the Latino community—with retirement income planning and tax-efficient financial strategies. I also help small business owners with continuation and exit planning.
My promise to you is that I will add value and lead with advice in every meeting. I'm licensed to help you with dedicated fee-based planning, wealth management, and risk protection through various insurance products.
Everyone deserves a financial plan, and one that aligns with their goals and values. Message me today to get the conversation started on how I can be a resource to you.