With 8 years in the financial services industry, I focus on retirement planning, investments, and estate preservation. Licensed in Life & Health and securities in both California and Utah, my approach is rooted in education. I take the time to explain solutions clearly so clients can make confident decisions that fit their goals and values.
Before the financial services industry, I earned both my BS in Mechanical Engineering and MS in Engineering Management from California State University, Long Beach and spent 13 years as a Product Design Engineer in the aerospace, defense, and medical device industries. While that career provided great opportunities, my passion for financial services ultimately led me to pursue a path where I could help families work toward a more secure financial future.
I work with professionals, young families, and individuals preparing for retirement. My focus is always on relationships, understanding life events, values, and perspectives that shape financial decisions. I never want clients to feel pressured; instead, I provide clear information, thoughtful strategies, and ongoing support as a trusted partner.
I was born in Manila, Philippines, grew up in Stanton, CA, and now live in Los Alamitos with my husband, Cody, and our daughter, Olivia. Outside of work, I enjoy long walks by the beach, hiking, traveling, and spending time with family. My faith and values guide me to treat every client with honesty and care, always putting their best interests first.