I have been working in the Financial Planning industry for nearly 20 years. I enjoy working with all staff at different schools and in multiple school districts all over California.
Most of my friends and family members are educators including my mother who was a reading expert with LAUSDs District One and my sister who was nominated as Teacher of The Year a few years ago.
I truly believe in planning for the future and look forward to the opportunity to meet new clients and help them reach their retirement goals. My clients and I remain in close contact and review portfolios annually.