Financial Planner | Independent Advisor with Cambridge Investment Research
As a Chartered Retirement Planning Counselor (CRPC®) and fully licensed
financial planner (Series 7, Series 66, and California Life and Health Insurance
License), I specialize in helping families and businesses achieve their financial
goals through personalized strategies. My areas of focus include retirement
planning, risk management, estate planning, and wealth-building strategies, all
tailored to meet the unique needs of my clients.
My passion for financial planning began at age 14, when I received birthday
money from my grandmother. With guidance from a mentor and financial
advisor, I invested that money and learned the principles of financial literacy that
shaped my future. This early education taught me the importance of proactive
financial planning, inspiring me to help others achieve financial security without
the stress I sought to avoid. Since then, I have been committed to "paying it
forward" by educating clients on financial literacy—a critical yet often overlooked
topic in traditional education.
I hold a Bachelor’s Degree in Business Management from Brigham Young
University-Hawaii, which provided a strong foundation for understanding the
complexities of financial planning. My philosophy is simple: individuals who seek
financial guidance should be empowered with the knowledge and strategies to
create lasting wealth for themselves and their families. I believe everyone
deserves access to the tools, education, and resources necessary to build
financial security.
Recently, I transitioned to an independent advisor role with Cambridge
Investment Research, a decision driven by my desire to work closely with clients
who share my values and appreciate personalized financial guidance. This move
allows me to offer tailored solutions and a client-centric approach, fostering
meaningful relationships built on trust and shared goals.
As an advocate for financial literacy, I am dedicated to addressing the gap in
public education around personal finance. My mission is to equip clients with the
knowledge and confidence to make informed decisions, ensuring their financial
plans align with their aspirations for today and tomorrow.
Securities offered through Cambridge Investment Research, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm. Cooper McManus and Cambridge are not affiliated.