For as long as I can remember, I’ve always had a passion for helping people understand topics that are not intuitive, yet are critical to who we are. Personal finance has always been one of these main topics. After witnessing the devastation of our great recession, I made it my priority to help as many families and businesses protect and position themselves to maneuver the ebbs and flows of our financial lives. I take pride in working with my clients on a one-on-one basis, and place emphasis on their goals, needs, and drivers of decision making within their lives. Once I gain a thorough understanding of the client’s true issues, I am able to offer customized investment and insurance solutions. I have a bachelor’s degree in Business Administration with an emphasis in Finance from CSUN. With over 10 years of comprehensive financial planning experience in working with families and businesses, I continue to develop my skills on a daily basis to help clients thrive.