I am a Certified Financial Planner based in the Escondido area of San Diego, CA. I have over 28 years of investment experience providing financial guidance to clients. I value integrity and transparency and have built my practice around these values. As a CFP® (Certified Financial Planner) and AIFA (Accredited Investment Fiduciary Analyst) I uphold the highest standards for investment advisors; with an obligation to put my clients’ financial interests first. I like to say I plan for my clients’ retirement, not my own.
I graduated from UCLA with a degree in Business Economics, attended USC Music School, and have studied law at the California School of Law. I have worked in Escondido and North San Diego County for more than 25 years providing practical, pragmatic, solutions to business owners, retirees, business executives and divorcees.