ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 2003. I help clients succeed by delivering a holistic, full balance sheet advisory approach, leveraging the resources our Private Wealth Management platform has to offer, and solve for clients' short-term and long-term financial goals.

I live in Woodland Hills, and serve clients in Los Angeles, Ventura and Calabasa. I enjoy spending time with my friends and family. In my spare time, I enjoy working out, cycling, tennis, boxing, cooking, and skateboarding.

My areas of focus: Business owners, Retirees, Wealth creators

Education

  • California State University of Northridge: Bachelor of Science, finance
  • California Luthern University: Master of Business Administration, finance
MY OFFICE

 

15910 Ventura Blvd Ste 1712
Encino, CA 91436

advisor address map to15910 Ventura Blvd Ste 1712
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.