With a career dedicated to service, commitment, and knowledge, I have built a strong foundation in wealth management, where I have supported clients through personalized service. This passion was sparked by my experience and success of client-centric service in the private sector.
Throughout my career, two of my key highlights include supporting a diverse range of clientele in the ultra-high-net-worth segment and contributing to the achievement of financial milestones for individuals and families. These achievements have solidified my commitment to helping clients navigate their financial journeys and building lasting relationships.
I earned my degree in Finance from the University of San Diego, where I was also a member of the surf team, reflecting my love for the outdoors and active lifestyle. I hold a Series 7 license and previously worked with Morgan Stanley Private Wealth Management as a service associate.
Born in San Mateo, California, I have lived in San Diego, San Francisco, and my hometown of San Mateo. After recently relocating to San Diego, I am eager to get more involved in my local community and support causes I’m passionate about, such as environmental sustainability and youth empowerment. These values resonate with me on both a personal and professional level.
When I’m not working, you can find me surfing, fishing, or spending time on my family’s boat. Family is important to me, and I enjoy staying connected with my parents in Newport Beach and my two younger siblings.