Retirement Planning Specialist

"I'm a life advisor who specializes in money." 

I am your advocate.  I strive to make you financially healthy so that you may focus on your life.  My aim is to empower you to make informed decisions and take effective action toward meeting your goals.  With our experience and education, my team can offer direction for both personal and business planning needs.  You can receive professional guidance in a way that fits easily into your lifestyle.

I often say that my goal is not to make a client rich.  Rather, it is to build wealth while controlling your exposure to life's risks.  The goal is to provide you the money you need when you need it throughout your life, while providing flexibility for when "life throws us a curveball."

Money is emotional.  Unfortunately, those emotions often lead to poor decisions.  Once a plan is implemented, my job is to keep you on-track, even when your emotions are tugging in a different direction.

The Process:  individually tailored & holistic

1. Through one-on-one meetings, we'll clarify your values, needs, and aspirations, and your financial requirements for each.
2. We'll discuss suitable strategies designed to help you meet your short - and long-term needs.
3. Once a course of action is agreed upon, I'll direct the plan implimentation with the appropriate financial tools and services.
4. No planning process is complete without proper monitoring, both of the financial tools themselves, and of your life as it changes.

My Credentials

• CERTIFIED FINANCIAL PLANNER™ (CFP®) designation attained by completing the established and rigorous education, examination, experience and ethical requirements by the CFP Board of Standards.
• The Wharton School of Business (UPENN): Certificate in Retirement Planning.
• The Johns Hopkins University: Bachelor of Arts-- political science, psychology.

My Associations

• Member Qualifier of the Million Dollar Round Table (MDRT) 2012-- The premiere association of financial professionals®.
• Member of the Paramount Planning Group: a division within AXA Advisors that recognizes excellence in achievement.
• Partner of The Pacific Group boutique financial services firm.
• Member of the Estate Planning Council of Ventura County (EPCVC).
• Member of the Financial Planning Association (FPA).
• Member of National Association of Insurance and Financial Advisors (NAIFA).
• Member of the Society of Financial Service Professionals (FSP).

Recognitions

• Recipient of the Centurian Award 2011 (AXA Advisors).
• Recipient of the "New Agent of the Year" Award 2011 (NAIFA / Society of FSP / AXA Advisors).
• Recipient of the National Leaders Corp Award 2010 (AXA Advisors).