I spent my early Financial Planning career working with some of the larger corporations in the financial services industry. I soon realized I could offer a higher level of service and deliver more value to my high-net-worth clients if I realigned my professional affiliation and joined a firm with wealth planning expertise.
I joined Pacific Wealth Management so I could effectively embrace my fiduciary responsibility, providing objective advice in the best interest of our clients.
After graduating from San Diego State University’s top financial planning program, I hold a Certificate in Personal Financial Planning and am a candidate for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Our Pacific Wealth Management team of professionals craft customized financial plans for individuals and families to facilitate disciplined decision-making while prudently minimizing taxes.
Outside the office, you can find me searching for San Diego’s best foods, traveling to new destinations, enjoying sports as a fan and recreational player, or spending time with my Shiba Inu daughter Chewy.
