Supporting Pioneers and Leaders to Achieve Their Goals
Pioneers and leaders are transforming the world for the better with their vision and innovation. They are passionate about their goals and dreams, and they face many challenges along the way that they face alone.
They need a trusted professional and ally who can support them with some of the best solutions and strategies to help them succeed. They need someone who can help them navigate the complex and challenging environment of business and finance and empower them to make confident decisions.
That is where I come in. I am a financial and business professional who is dedicated to supporting pioneers and leaders in their journey. I use my skills and knowledge to listen to their needs and offer them tailored advice and guidance.
I am proud to work with some of the most innovative and inspiring people in the world. They are not only my clients, but also my partners and friends. Together, we share a vision of creating a better future for ourselves and others.
I understand the challenges and difficulties of creating and managing a business, because I have been there myself. As a Hispanic small business owner for 16 years, I had to overcome many obstacles and find solutions on my own. I want to be the reliable and supportive advocate and resource that I didn’t have.
Pioneers and leaders face many hurdles coming from all directions. Competition, regulation, funding, innovation, customer satisfaction, and more. They rely on themselves. I want to be an ally to help them overcome those hurdles. My clients can count on me to be there for them, and offer guidance, encouragement, and solutions.
I am not just a financial and business professional. I am a helper, a supporter, a mentor, and a cheerleader. I am here to support pioneers and leaders to achieve their goals.
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WESTPAC WEALTH PARTNERS LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 4313561 |2023-160227 Exp. 08/25