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INSTITUTIONS
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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
- Vice President, Private Client Services, Sanford C. Bernstein & Co.
- Senior management positions at various medical device companies focusing on cardiac rhythm management solutions
- Board chair, Pasadena Humane
- Board member, Geffen Playhouse
- MBA, Pepperdine University
- MS, University of California, Los Angeles
- BS (with honors), Stanford University
The clients I serve
My clients are entrepreneurial, thoughtful, philanthropic and committed to securing their families’ future. Whether my clients are individuals, couples or multigenerational families, my job is to listen, get to know them and understand their priorities. My approach is holistic and proactive, with the goal of ensuring that clients feel confident they’re making informed decisions about their financial well-being.
Why I work at Capital Group Private Client Services
Capital Group has a culture of caring that is heartfelt and unwavering for both clients and employees. When you truly believe in your company, respect your colleagues and enjoy what you do, it doesn’t feel like work. I carry that through to my relationships with clients. I love what we do for clients, which, ultimately, is help them prepare for what’s next in their lives.
How I help my clients
My focus is on developing deep relationships across multiple generations within a family to understand potential impacts on my clients’ long-term wealth planning goals. My relationships with clients start with honest conversations. That involves vulnerability and sharing what matters most so that we can find the path forward for them and their families.
“As a first-generation American, I understand the sacrifice, hard work and dedication it takes to secure your financial future. One of the most important things I do as an advisor is help my clients feel comfortable with the wealth they have and how they can use it to achieve their legacy and/or philanthropic goals.”