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 1978. I help clients succeed by ensuring that they have solid fundamental trust documents to preserve wealth, transfer wealth and be tax-efficient in their wealth preservation.

I live in San Diego, California, and serve clients in Diamond Head, Hawaii and Greenwich, and New Jersey. I am fluent in Tagalog and Spanish. I enjoy serving the board of The San Diego Symphony & Orchestra, and committee member for Institutional Advancement for the Symphony. I am a founding member with the Balboa Conservancy Park, a member of The Downtown Partnership, a member of the San Diego Chamber of Commerce, a member and past vice president for the Asian Business Chamber Association, and a member of the United Pan Asian and American Community (UPAC). As a family, we enjoy supporting the San Diego Zoo and the Museum of Man, History Museum and the Air and Space Museum. We enjoy our annual travels to different parts of the world and staycations around California.

My areas of focus: Executives, Next generation, Philanthropists

Education

  • St. Paul College of Manila: Bachelor of Arts, integrated communication and public relations
MY OFFICE

 

600 W Broadway STE 1225
San Diego, CA 92101

advisor address map to600 W Broadway STE 1225
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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.