Located in San Diego, I work one-on-one with my clients to build a financial plan that helps them plan to achieve their dreams for today, tomorrow and the future. I'm here to help you live the life you've earned.
I have received the Certified Divorce Financial Analyst™ designation and focus on financial issues surrounding divorce. I help my clients plan for their immediate needs during and after the divorce process, as well as their long-term financial goals. I look to provide my clients peace of mind and personalized financial advice so they can move forward with more confidence.
I am licensed and registered to conduct business in CA.
Based on licenses and registrations I hold, I may also conduct business in FL, AZ, NJ, VA, MI, NY, WA, IA, IL, IN, MA, MD, NC, NV, PA, SC, CT. CA Insurance #0E97082
Products and Services
Financial Planning
Member Since: 2023