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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
After sharpening my skills at a major Wall Street firm in the Bay Area, I realized that my personal and professional standards were better aligned with an independent, comprehensive, and holistic firm to better serve my clients’ best interests. As your trusted advisor, listening to you and your family’s dreams and values gives me the depth of understanding to guide our investment decisions. Because we’re better together.
Born in the Bay Area, I was forced to seek stability and dance with uncertainty from an early age in the foster care system. My ability to listen, comprehend, and tailor creative...
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