Nobody cares how much you know, until they know how much you care.
What do you care about? That is where our process will begin. I want to know who you are and what is important to you. Knowing you and building a relationship is the foundation of how I love to work with people. It is then that I can help educate and empower you to make decisions about your finances that align with your goals and values and help you reach financial independence. Getting started is easy and meeting with me will be your first step. Call me today, I look forward to working with you!
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Newbury Park Office
- Phone:
- 805-375-3258
Hours
M – F: 9 a.m. – 5 p.m.