I began my career as an entrepreneur running a free-ride DUI prevention service in Huntington Beach. After five years of the transportation industry and selling my business in 2016, I moved into finance with a passion to work one-on-one with individuals and businesses to develop a retirement plan that is built to last.   I hold a Bachelor’s degree in Business Finance from California State University, Long Beach.  I have also earned the Chartered Retirement Plan Specialist, or CRPS®, certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

From individuals just beginning to develop a personal investment plan to executives that want to explore retirement options for themselves or their employees, we have the tools and capabilities to provide professional guidance that can help take the guesswork out of your hands.

Today I enjoy working one on one with my clients to prioritize their goals and help them build, save, and protect their wealth by thinking outside-the-box. I can help you develop savings strategies, simplify investment management, and help choose retirement income strategies that may help maintain flexibility and control of the principal, grow the principal and increase the income, or have enough income to last the rest of your life.

When working with companies to manage their employee’s retirement plans, we help provide an in-depth comparison of fees, assist in service provider searches, provide employee education on financial wellness, and assist you in your fiduciary responsibilities.

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions.

CA Insurance License Number: 0M00005. Resident State: CA

I have more than 30 years of experience working with clients in the financial services industry.   Much of my previous experience was gained while working with a private wealth management team at Washington Mutual bank prior to 2008.  In early 2008,

I joined Wells Fargo Advisors as a Senior Registered Client Associate in Rolling Hills, California.

After 30 years in the industry, I’m proud to say that I’ve developed an extensive background in client relationship management and act as a liaison for clients and their advisor providing white-glove service to ensure clients’ administrative and operational needs are handled accurately & timely on a day-to-day basis.  I oversee account openings, update existing account information, manage transfers, coordinate estate processing, process trades, and am a first point of contact for answering & and researching detailed questions.

I live locally in Orange County and when I’m not working, I enjoy traveling, cooking for friends and family, and outdoor activities that allow me to spend time in the California sunshine.  Additionally, I grew up in Ecuador allowing me to be bilingual in both English and Spanish while enjoying being a part of the local Latino community.

Today, I hold my Series 7, Series 66 registrations along with my California Insurance License.  I attended Catholic University in Quito, Ecuador with a study in Business Administration.  I’ve obtained a Certificate in International Business at Long Beach City College in California.   CA Insurance License 0C49445, Resident State [CA].