I decided it was time to make a significant paradigm shift and start making my money work for me rather than simply working for money. My career as a Financial Planner began with this change in philosophy. I have earned The American College Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP) designations. I have passed the Series 65 FINRA Securities exam. I hold a Life, Accident and Health Insurance license from the California Department of Insurance. I will always remain committed to expanding my education.
I started in the Financial Industry with a great interest in helping others and learning more. I quickly moved from an administrative assistant to a Financial Advisor, obtaining my Series 65 licensing and Life, Accident and Health Insurance license from the California Department of Insurance. I am well versed in different insurance products and can quickly help clients to find the right plans for their specific needs.
An avid networker, I am involved in multiple networking organizations. I am on the Leadership team for a BNI group. I am a member of the Simi Valley Chamber of Commerce, an Ambassador and proud graduate of the Leadership Simi Valley Class of 2019.