I am proud to be a Financial Advisor at FocalPoint Wealth Management. I enjoy working with people and building relationships with clients. My advice is always centered on my clients, never on any products. I am here to become my clients' valued partner on their financial journey through life. With reliable dedication and regular contact, I take the time to understand clients’ individual financial needs and aspirations so I can propose appropriate financial options. My goal is to help clients understand finances better so they can make good financial choices and plans. I use comprehensive financial planning and estate planning tools to help clients stay on track and pursue their goals. My educational background in Psychology not only gives me a contemporary perspective in the financial industry, but enables me to present financial information in a clear, understandable manner.
Specialties:
DIVORCE FINANCIAL PLANNING: As a Certified Divorce Financial Analyst®, I help clients understand and navigate the financial complexities of divorce, including post-divorce financial planning
RETIREMENT PLANNING: Help clients with income planning through their retirement chapter. I also help with pre-retirement financial planning.
INVESTMENT PLANNING: I help develop tax efficient investment strategies specific to your own risk tolerance and goals. I monitor investments regularly and keep clients informed on performance and investment updates on a routine basis.
Certifications and Licenses:
- CFP® – CERTIFIED FINANCIAL PLANNER™ Professional
- CDFA® - Certified Divorce Financial Analyst®
- Holds FINRA Series 7 with LPL Financial and Series 66 with Wealthcare Advisory Partners, LLC
- CA Insurance LIC #019568
- Licensed to work in CA, AZ, NV, CO, ID, AL, DE, CT
Education:
California State University, Chico
Bachelor of Art in Psychology
Minor in Family Relations
University of California, Berkeley – Extension
Certificate in Personal Financial Planning
Hobbies:
I love spending time outdoors going on walks, hikes, running, and gardening. In my free time, I also enjoy cooking, spending time with my family, and reading a good mystery or thriller. I have a soft spot for animals and enjoy supporting animal related causes.
LPL Financial and FocalPoint Wealth Management do not offer tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
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