My role as Relationship Manager is twofold. For our clients, I am here to answer your questions and be another layer of support. I also assist our Advisors and Client Service team in their endeavor to provide the most effective advice and white-glove service to you. I am a fast learner and enjoy problem-solving.
As your Relationship Manager, I may contact you to follow up on action items from a recent communication exchange or appointment. This could include requesting financial information from you, following up on account paperwork, etc. I will also be a liaison between client and advisor, when appropriate.
I joined California Capital Management in 2021 as an intern during my last semester of college. In 2022, I transitioned to my full-time Relationship Manager position. My goal is to become a full-fledged financial advisor. I am currently a CERTIFIED FINANCIAL PLANNER® candidate with my test scheduled for later this year.
I was born and raised in Pacoima, California. I graduated from California State University Northridge in 2021 with a bachelor’s degree in Financial Planning. On the weekends, you will find me spending time with my family and friends.