As a Registered Representative with Transamerica Financial Advisors, my primary responsibilities involve assessing clients' goals and current standings to help them work towards their financial objectives. I also provide opportunities for others to build a business and become financial professionals. With over 13 years of experience in the financial services industry, I offer life insurance, health insurance, retirement planning, and options for college funding. I obtained my Life, Accident, and Health License in 2012, followed by the Series 6 and 63 securities licenses in 2018. Before embarking on my career, I attended the University of California at San Diego.
Motivated by the ability to build a financial business and help clients develop holistic financial strategies, I find joy in the diverse experiences each day brings. Before entering the financial industry, I aspired to become an optometrist to help people with their vision. However, I realized I could impact more lives by assisting people with their finances. I ensure that every client leaves my appointment with increased confidence and a clear understanding of their financial strategy.
Born and raised in San Diego, I live with my retired mother, who enjoys traveling and is active in her church. My younger brother resides in San Jose, CA, with his wife and two sons, while my father remains in San Diego. In my free time, I enjoy cooking, exploring new restaurants with friends, and going on international vacations and cruises. Growing up with the belief that "there is always a solution to every problem" has helped me persevere through any challenges I encounter.