Background and experience
I began my career in the financial services industry with Wells Fargo Bank in Vallejo, California, and moved to RBC Wealth Management in 2019. At RBC Wealth Management, we believe that every client is unique and deserves a personalized approach to their wealth planning. I work closely with my clients to understand their individual needs and goals, and then develop a customized financial plan that is tailored to their specific situation.
I focus on providing customized wealth planning services, including investment management, retirement planning, estate planning services, and risk management. I am dedicated to helping my clients achieve their financial goals and providing them with the peace of mind that comes with knowing their finances are in good hands.
In my free time, I enjoy snowboarding at Lake Tahoe, boxing, watching 49ers games and hiking with my dog Bosa. I am also an avid reader and enjoy reading books on personal finance and investing.
If you are looking for a financial advisor who is committed to your success and will work tirelessly to help you achieve your financial goals, please don’t hesitate to contact me. I would love to hear from you and help you achieve your financial dreams.