Financial AdvisorFinancial Planning
As one of the 78 million Baby Boomers myself, I recognize the value of long term planning and retirement goals. At Merrill Lynch Wealth Management, we believe there has never been a more important time than now to review your retirement planning.
Since first starting with Merrill Lynch Wealth Management in 1982, I have acquired my series 3,7,9,10,63,&65 FINRA registrations and Life/Health, Annuity and Long Term Care Insurance Licenses. Including a CPFA certification to work alongside small business owners to develop and maintain a solid corporate retirement structure for their employees and families. I stay driven by helping families, CEO's and senior executives who value advice and guidance within the context of being dedicated to providing exceptional customer service, customized planning and investment strategies, competitive fees, transparency, simplified communication and trust!
As an ice dancing gold medalist and a tri-athlete, I understand the need for commitment and dedication in achieving ones goals. I have a deep rooted belief in that the more you give the more you get. I served as past board member of St. Paul's Foundation on world equality and 10 year volunteer as Head Figure Skating Coach for Southern California at two World Games with Special Olympics, and board member with Sport for Exceptional Athletes. I enjoy ballroom dance competition, swimming, cycling, & rollerblading in my spare time and am active with the San Diego Equality Business Association.
*Merrill Life Agency's California License Number 0522776: NMLS #951911