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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, 754, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
- Opened the Los Angeles office of First Foundation Advisors and served as Managing Director
- Vice President, U.S. Trust Bank of America Private Wealth Management
- Vice President, Bernstein Global Wealth Management
- Board, Children’s Hospital Los Angeles
- Board, Ronald McDonald House, Los Angeles
- Board, Inner-City Arts
- MA, Pepperdine University
- BA, UCLA
What stands out about my approach to financial planning
I have an MA in psychology, which allows me to go beyond purely financial considerations to address family dynamics and personal issues, such as divorce or a loved one battling addiction. I bring a caring and nonjudgmental approach as I seek to help clients with the mental and emotional obstacles that can affect long-term wealth planning.
Who I work with
I seek to help families who are insecure or inexperienced with investing become more financially literate, engaged in their life plans and better equipped to weather ups and downs, both in their lives and in respect to volatility in the capital markets.
Why I work at Capital Group Private Client Services
In a word, integrity. I was drawn to the firm by the intellectual capital, the collaborative culture and the premium placed on valuing clients as human beings. The fact that we’re privately held allows us to keep a long-term view and a client focus in everything we do.