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 1986. I help clients succeed by listening and understanding their current situation and their goals, so that I can bring together the best team of wealth specialists and bank resources to help them reach those goals.
I live in Pasadena, and serve clients in Los Angeles, Pasadena and Beverly Hills. I am fluent in Tagalog. I enjoy spending time on outdoor activities with my family, especially running. I serve on the board of The Blind Children's Center. We enjoy watching our two sons play soccer and ice hockey.
It’s time to close the gender gap on investing and increase the number of savvy female investors. A number of studies continue to indicate women struggle with a lack of confidence when it comes to taking charge of their wealth. These resources are meant to support changing that.
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.