My role is to take the lead as your financial planning resource. When you have an estate planning, tax planning or retirement planning issue, I will work to create the best solution for your situation. We also take into account your financial planning results and any updates when we recommend portfolio changes.
My career in financial planning began at American Express in 1987, where I resided for 17 years. At American Express, I was a Platinum Advisor and traveled throughout the country mentoring veteran advisors. I earned my CERTIFIED FINANCIAL PLANNER® designation in 1994.
At California Capital Management I have the additional role of being in charge of our company's compliance. I am securities registered in over 20 states, in addition to California, for the purpose of servicing our ever-mobile client base.
I grew up in La Crescenta and attended college at San Diego State University, where I earned a Bachelor of Science in Business Management. I am a golfer and an outdoorsman. My family and I enjoy spending our summers exploring the Pacific Northwest.
CA Insurance License #0729349