As a Financial Planner, I work with individuals and families in the areas of retirement planning, investment planning, estate planning strategies, tax reduction strategies and risk management. My team and I specialize in holistic retirement/investment planning which includes the aforementioned areas. We serve a broad range of clientele, each unique in their own regard. It is our responsibility to exceed our clients' expectations while meeting their needs with sound solutions. Together, we create financial models reflecting current and future situations where we can test alternatives and explore solutions.I have earned a Bachelor of Arts in Economics and a Bachelor of Science in Business Administration with a concentration in Finance from California State University Long Beach. It's my belief continuing education and life-long learning are critical pieces of financial planning. Including various additional professional qualifications, I have gone on to earn the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning and the CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner designations.