PROFESSIONAL PROFILE

Our financial situation and future prospects become increasingly complex every year. We still have the financial basics -- proper asset allocation, maximize tax deferred retirement savings, invest with a long-term outlook -- but, as events since 2008 have shown, even these basics are challenged and require ever more timely and thoughtful response. Financial management becomes especially complicated when saving for college expenses, managing exposure to employee stock options, transferring an estate to a spouse, partner, or the next generation. And too, sometimes a life event comes up and catches us totally unprepared. That is where I come in. As a Financial Advisor at Merrill Lynch, I work with you to establish goals, plans, strategies, as well as a discipline and structure, which sets a course to address your specific financial interests.

By leveraging Merrill Lynch resources and resident specialists, I work from a wide financial platform, coupled with unparalleled service. Areas of focus include: financial and estate issues, financial planning for those going through a major transition such as divorce or career change, college planning, and uncertainties affecting corporate professionals and their employer provided stock programs.

Summary of Credentials:

CERTIFIED FINANCIAL PLANNER™, CFP®
Chartered Retirement Planning Counselor, CRPC®
Bachelors degree with Finance emphasis, USC Marshall School of Business
Certificate in Personal Financial Planning, UC Berkeley