4350 Pacific Coast Hwy
Torrance, CA 90505
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It is my pleasure to serve the financial needs of people in the Torrance area. My experience in the financial industry started in 2005. I hold a Bachelor of Arts degree in economics from the University of California, Santa Barbara, and in addition, I hold a Master of Business Administration degree from Azusa Pacific University. California Insurance License #0F20463.
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.
In my free time, I enjoy playing and watching sports, 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 office4350 Pacific Coast Hwy
Torrance, CA 90505
Secondary office22150 Hawthorne Blvd
Torrance, CA 90503
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.