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Here to act in your best interests

About me

I prioritize trust and open communication when collaborating with my clients. My goals is to understand someone’s unique life circumstances to help make sure their financial strategies align with their long-term objectives. This goes beyond numbers; I emphasize on holistic wealth planning to foster lasting partnerships. While I love the work that I do with my clients, I also enjoy running, traveling, playing soccer and playing the flute!

Education

Attended - Western Governors University

Visit one of our Locations

San Francisco III - Santa Clara

3945 Freedom Circle

Suite 950

Santa Clara, CA 95054

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