- Client Relationship Manager, Capital Group Private Client Services
- Director of Client Support, Integrity Wealth Management
- Senior Financial Analyst, The Ayco Company
- Certified Private Wealth Advisor® professional
- BA, University of California, San Diego
Who I work with
I serve multigenerational families, many of whom have complex estates. I also work with younger clients who are building wealth and whose finances are likely to grow in complexity. As a first-generation American, I’m also passionate about working with immigrant communities that have historically been underserved by advisors.
What makes Capital Group Private Client Services different?
It may sound cliché, but I believe that what most sets us apart is our unwavering focus on doing what’s in the best interest of our clients. Our company culture is built on doing what’s right for clients. Period.
How I work with clients
In some ways, I describe myself as a financial doctor. Specifically, your primary care physician who knows you very well and has a complete grasp of your history, your challenges and your strengths. And like doctors, my team and I bring in specialists to address specific needs. We want your care to be holistic, coordinated and seamless.
"My parents were immigrants and I was struck at an early age by how hard they worked. They were new to this country and had limited knowledge about investing, which meant their money wasn’t always working hard for them. As an advisor, I’m committed to helping my clients benefit from their hard work."