December 12, 2011
By day, I work as a Wealth Management Advisor, helping people and businesses to thoughtfully design and impement their financial strategies to achieve their goals and dreams. I help my clients to accumulate, grow and preserve their wealth. I am also a full time mom of 2 beautiful kids and a proud owner of a Children's Clothing Boutique (http://forflower.ecrater.com)
Wealth Management = just over 12 years Clothing Boutique = 2 Mom = 5
I love meeting new people, seeing what they can offer and hopefully bringing value and expertise to anyone who may need it.
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I am a Wealth Management professional, with extensive background in banking, investments, insurance and retirement / estate planning. I hold a BA degree in Finance from Cal State Fullerton and an MBA degree from Pepperdine University.