The financial planning and investing world can be overwhelming and intimidating, and my goal for clients is to help simplify it enough to make it easily understandable. We focus on things you can control and advise against making emotional decisions based on things you cannot.
I enjoy working with clients and their families and helping them plan their futures and strive to find areas to help them keep more of what they earn and grow it more efficiently. There’s nothing better than calling a client to let them know of a strategy that will save them money!
I have been in the financial services industry since 2012, working directly with clients and helping them with their finances since 2016. Since I have been an advisor, I’ve guided clients through multiple economic cycles and bear markets: the first in 2018, the coronavirus pandemic in 2020, the largest and quickest recession ever recorded, and most recently in 2022. My proudest accomplishment is helping clients stick to their long-term strategy throughout these emotional and stressful times. They were able to do this, in large part because of the work that was done at the start of our relationship, and they are better off for it.
In 2019, I began working with the CWT team after starting my career at a large financial services firm. Moving my practice to California Wealth Transitions has expedited my learning curve while adding value to the families that I work with. I’ve become a business owner myself. I voluntarily earned an advanced designation in Investment Management (CIMA) through the Yale Executive School of Management. I’ve become proficient in analyzing tax returns for savings opportunities as well as trust and estate planning for future generations. The advice I give my clients goes beyond managing investment accounts.
If you are a high-income earner, have a complicated compensation package with RSUs, stock options, etc., or are close to retirement, shoot me a message and I’d be happy to see if I can help.