My business foundation is built on a meticulous work ethic, guided by a conservative financial ideology that prioritizes preserving capital while attending to the finest details. Clients take solace in my extensive knowledge and 28 years of experience in the industry. I am fully committed to assisting my clients in achieving their financial goals and meeting their individual needs. In addition, I guide clients in comprehending the coordination between different aspects of their financial pictures such as investments, taxes, estate planning and insurance, which enables them to make well informed decisions.
I obtained my Bachelor of Arts degree in Political Science and a specialization in Business Administration from the University of California, Los Angeles. Alongside that, I hold securities licenses, including Series 7, 63, 65, and SIE, I am also a Certified Tax Preparer for the State of California (CTEC).
As part of my dedication to service, I became an East Los Angeles Rotarian in 2010. Additionally, I served on the executive board for the LAPD’s Police and Business Association – Hollenbeck Division, volunteer as a grant writer for the Skate-4-Education mentoring program, and a member of the National Latina Business Women Association (NLBWA).