I was born and raised in Southern California and moved to San Diego to attend UCSD in 2011. I graduated from the University of California San Diego, earning a Bachelor of Science in Management Science from the Rady School of Management. While at the UC San Diego, I played 4 years of NCAA soccer. To this day, it remains one of my personal passions. Outside of the office I enjoy sports, music, and spending time with friends and family.
I began my career in the financial services industry in 2015. My practice focuses on adding financial value to my clients lives and striving to create long-term success. For my clients I implement a consistent and thorough financial planning process to provide strategies in insurance and investment planning, with a concentration on creating retirement income programs.
Professionally I am currently working towards receiving the CERTIFIED FINANCIAL PLANNER™ professional designation.
FINRA Series 7 & 66 registrations and California Life and Health licenses.
CA Insurance License #0K23573
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Check the background of this financial professional on FINRA’s BrokerCheck