I empower individuals and families to thrive by simplifying the financial complexities in their lives and allowing them to focus their time on what they love most. I have enjoyed a successful career developing financial solutions on both the corporate side and family level, helping expand what is possible with money.I entered the financial planning/wealth management industry in 2005 by co-founding Quantum Wealth Management with a business school classmate. Prior to co-founding Quantum, I was a Chief Financial Officer, with over 12 years in senior finance positions at firms such as Fox Broadcasting, Twentieth Century Fox Filmed Entertainment, Sand Hill Capital and Transamerica Technology Finance. I earned my CPA while working with Price Waterhouse in Century City and am a Certified Financial Planner professional and member of NAPFA (National Association of Personal Financial Advisors).I hold a BA in Business Economics from UCLA and an MBA from UCLA Anderson School of Management. I am actively involved in the community and serve on the board of directors for several local charities. I enjoy scuba diving, spending time at the beach and playing in soccer leagues/tournaments for old people ;-)
Listed skills include Investments, Strategic Financial Planning, Estate Planning, Mergers, and 10 others.