As a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified Investment Management Analyst® Advisor, I offer my clients a sophisticated level of financial advice and investment management knowledge. My tailored recommendations are designed to help achieve my clients’ objectives with a prudent, risk-conscious, tax-efficient, and cost-effective approach.
As an Investing with Impact Director, I help clients align their investments with their personal ethics and values. Investments are evaluated in the areas of Environmental Impact, Social Impact, and Ethical Governance practices and can be selected to reflect either broad sustainability goals or customized to highlight specific causes.
I was born and raised in the San Francisco Bay Area and currently reside in Oakland. When I am not working, you are likely to find me outdoors! I spend most of my free time either at the barn with my horse or out hiking and camping with my dogs. Horses have always been an important part of my life - I have competed at both National and International levels in the equestrian sport called Three-Day Eventing (three disciplines: dressage, cross country, and show jumping).
As a lifelong nature and wildlife lover, I am a member of the East Bay Regional Parks Foundation, National Parks Conservation Association, and the Sierra Club. I am also a supporter of the Lindsay Wildlife Organization and the Wildlife Conservation Network.
Services Include
- Sustainable Investing
- Financial Planning
- Retirement Planning
- Estate Planning Strategies
- Professional Portfolio Management
- Cash Management and Lending ProductsFootnote6
- Long Term Care Insurance
- Life Insurance
- Annuities
Securities Agent: NY, AL, AZ, CA, CO, CT, FL, GA, ID, IL, MA, MI, NC, NJ, NV, OH, OR, PA, TN, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1395599
CA Insurance License #: 0H08739