I help individuals, families, and business owners build financial confidence through comprehensive planning strategies designed to protect, grow, and preserve wealth. With more than a decade of experience in financial services and a Master of Science in Finance from California State University, Sacramento, I work closely with clients to align their financial decisions with their personal values, goals, and long-term vision.
My areas of focus include retirement planning, wealth accumulation, risk management, business succession planning, and legacy strategies. I believe that financial planning is about more than products; it's about creating a roadmap that helps clients navigate life's opportunities and challenges with clarity and confidence.
Beyond my professional practice, I am passionate about financial literacy, leadership, and community impact. I am a Sacramento Business Journal 40 Under 40 Honoree, recipient of the Sacramento Asian Pacific Chamber of Commerce Ambassador of the Year Award, and a Fellow of the Nehemiah Emerging Leadership Program (NELP). I actively serve in community and nonprofit leadership roles focused on economic empowerment, education, and creating opportunities for underserved populations.
Whether working with families planning for the future, professionals preparing for retirement, or business owners developing growth and succession strategies, my goal is to provide thoughtful guidance that helps clients make informed decisions and build lasting legacies.
Registered Representative of Park Avenue Securities LLC (PAS). 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 - 0I18857. | 8985370.1 Exp. 07/28