29000 S Western Ave
Rancho Palos Verdes, CA 90275
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It is my pleasure to serve the financial needs of people in the Rancho Palos Verdes and San Pedro areas. My experience in the financial industry started in 2008. I hold a Bachelor of Arts degree in marketing from California State Polytechnic University in Pomona, CA. California Insurance License #0G70655.
I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
Area of focus
Proactive client contact
Wealth team support
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.