As a Senior Wealth Management Professional with a solid background in financial planning, investments, and client service, I enjoy using my analytical skills to synthesize a wide range of information, implement an actionable plan, and communicate effectively with clients. I put a lot of importance on doing the right thing and acting with integrity by putting client's interest first. It’s with this commitment and dedication that I use to build deep client relationships and to continuously develop myself both personally and professionally.I provide comprehensive wealth solutions that go beyond investment management to high-net-worth individuals and help coordinate more advanced services like trust & estate strategies and tax planning by working with a team of in-house professionals. I’ve been in the financial services industry for a long enough time where I no longer have to specify the number of years but simply say it's more than 20+. I believe education and credentials are important so here's mine:• MBA from USC Marshall School of Business • BA in Economics from UC Irvine• CERTIFIED FINANCIAL PLANNER™• CIMA® Certification Education Program Core competencies: financial planning, fiduciary standard, investment strategies, wealth management, retirement solutions, income planning, risk management, life insurance, fixed and variable annuities, banking, relationship management