Bio: Certified Financial Planner and an Investments Adviser. Help the HNW and UHNW clients with complex strategies to fit their advanced planning goals
Bio: Investment Advisor Representative, operating out of Orange County, CA - helping clients optimize their assets within a holistic comprehensive plan.
Bio: I am a Financial Advisor balancing finance, family, friendship and wellness. Mom to an amazing son, Oliver, a frenchie (Tati) and kitty (Tabatha).