Hello,
I am a finance professional in the San Francisco Bay Area. In 2024, I graduated from Chico State with a BA in business administration, finance. It was at that time I began pursuing my passion for helping people and making an impact in my community. After many months of studying and training, I now operate as a fully licensed financial advisor through Equitable Advisors in San Francisco.
I stand eagerly ready to provide a holistic approach to financial planning, whether it be through insurance needs, retirement planning, tax efficiency strategies, and more. I specialize in maintaining a close-knit relationship with clients to ensure that we partner together as their financial needs change throughout life.
