Address:
Beverly Hills, California
Expertise:
Lifelong Planning, Stocks, Bonds, Options, Mutual Funds, 401K, IRA
Major Product/SVS:
Sales and Trading, Prime Brokerage, Research, Investment Banking, Investment Management, Business Advisory
Hobbies/Sports:
Playing Volleyball, Singing in a Choir, Traveling, Exercising at the Gym, Caring for her Cat
Education Degrees:
Bachelors Degree, California State University at Fresno; Certification in Financial Planning, University of California at Los Angeles; Certified Public Accountant
Affiliations Awards:
Junior League of Los Angeles; National Association of Personal Financial Advisors; Los Angeles Chapter, Financial Planning Association; My Friend's Place; Court Appointed Advocates; Society of Women Accountants
Extended Bio Profile:
She attributes her success to her role models and parents. She became involved in the profession by working as an accountant in her family's business and realizing the importance of lifelong planning after her father's death. The most gratifying aspect of her career is seeing the increased number of women in the field.