With almost 20 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing customized investment plans around their long-term goals and unique risk tolerance levels.  My extensive experience throughout major shifts in the markets enables me to effectively support my clients and structure balanced portfolios to help address their specific financial goals.

I began my financial services career as a fixed income trader with TD Ameritrade in 2006.  After 4 years as a Financial Advisor with UBS Financial Services and Merrill Lynch, I joined Fidelity Investments in Century City, where I worked for 13 years providing financial planning for families to help them feel secure and confident in achieving their goals.

I have earned a Bachelor of Science in International Finance from the University of Southern California.

Away from the office, I also enjoy running marathons, practicing yoga and riding the Peloton bike. My husband David and I live in Beverly Hills and we are the lucky parents of Marco, Maya, Sophia and Isaac.

Retirement Income Planning

An often overlooked aspect of retirement planning is the amount of annual income you’ll likely receive from your investments. I can help you choose retirement income strategies that may help you 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.

Comprehensive Investment Planning

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.

Advice for Your Full Financial Life

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. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.

CA Insurance License 0E94962. Resident State CA