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 solutions in insurance and investment planning, with a concentration on creating retirement income strategies.
Professionally I am currently working towards receiving the Certified Financial Planner designation.
FINRA Series 7 & 66 registrations and California Life and Health licenses.
CA Insurance License #0K23573