1399 Foxworthy Ave
San Jose, CA 95118
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It is my pleasure to serve the financial needs of people in the San Jose and South Bay areas. My experience in the financial industry started in 2000 and I became a Wealth Management Advisor in 2010. California Insurance License #0E16633.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I am a volunteer at Archbishop Mitty High School, and in my free time, I enjoy going golfing, traveling and spending time with my family.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office1399 Foxworthy Ave
San Jose, CA 95118
Secondary Office14184 Blossom Hill Rd
Los Gatos, CA 95032
Secondary Office127 North Santa Cruz
Los Gatos, CA 95030
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.