Financial Advisor at
Gerber Kawasaki
Years of Experience
6 years
Number of Clients
150
Average Client Size
$200,000
Member Since
2023
I’ve faced similar financial challenges as my clients, which drives my passion for simplifying finances and creating strategies that bring clarity and confidence to their future.
My clients are professionals in their 20s to 50s, often in tech or entrepreneurs with equity compensation or growing businesses. They aim to optimize stock options, build wealth, plan for major life goals, and retire comfortably. I help simplify complex decisions, manage tax implications, and create personalized strategies so they can focus on what matters most—family, passions, and a fulfilling
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Bachelors of Science - Business Administration
Obtained in 2016
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