Growing up in a family of entrepreneurs, I learned early on that great service is the heart of any venture. My brother and I spent our childhood in a candy store, later running the old Importer in Santa Clara, CA, absorbing life lessons with every customer we served. Fast forward a bit, and I find myself embracing many roles: a mother, a past divorcee, a daughter caring for aging parents, and a grandmother of four. These experiences, combined with my deep interest in understanding how money works, led me here.
With over 25 years in financial services, I’ve had the privilege to help individuals and families with diverse needs. Each client brings a unique story—like my daughter, a doctor in radiation, whose insights have deepened my understanding of financial planning for professionals. Another family client recently welcomed their third child, sparking conversations about 529 educational planning. I’ve worked with a widow managing her investments, retirees navigating Social Security and Medicare, and business owners building complex succession plans. Despite their different paths, they all face one constant: CHANGE.
As financial landscapes grow more complex, careful tax and estate planning becomes essential to preserve and pass on wealth effectively. From structuring trusts and charitable foundations to implementing tax-efficient investment strategies, I’m committed to helping clients protect their legacy and make their wealth work harder for future generations. My approach is to craft customized plans that align with your values, aspirations, and vision for the future.
In our work together, I prioritize open communication, mutual respect, and trust. When we blend your goals with informed advice, smart investments, and consistent follow-through, collaboration naturally takes root. Your unique needs and aspirations will always be the centerpiece of our relationship.
Helping people find clarity and confidence in their financial journey is my true passion. If you see change on the horizon, maybe it’s time we talk—because as my clients and I have learned, life waits for no one.
Certified Retirement Planning CounselorSM, CRPC®, College of Financial Planning 2013.
What is a CRPC® ? Click Here
Securities Series 6, (S-6) registration. (This registration is required to sell Mutual Funds, Variable Annuities, and Variable Life Insurance).
Securities 63, (S-63) registration. (This registration is required in addition to Series 6 for selling Securities within a State).
Securities 65, (S-65) registration. (This registration qualifies the holder to act in an Investment Advisor Representative capacity).
Life Insurance License, (This license is required to sell Life, Accident and Health Insurance) (Endorsed to sell Variable Products).
Long Term Care Insurance, (Separate testing and Continuing Education is required to sell Long Term Care)
Santa Clara Unified School District, Adult Education, Teacher
West Valley College, Adult Education, Teacher