Serving Warner Center and Malibu
As an LPL Financial Advisor, I have dedicated my career to assisting individuals before and during retirement. I’ve been with Kinecta Wealth Management for over 30 years and bring a wealth of knowledge and expertise to guide clients on their financial journeys. My primary responsibility revolves around helping clients strategically plan for retirement. I specialize in creating comprehensive strategies to manage estate and income taxes while evaluating investment returns.
My journey toward becoming a financial planner began with a degree in Finance, with an emphasis in Financial Planning, from Brigham Young University. This educational foundation laid the groundwork for a successful career and enabled me to develop a deep understanding of the intricacies of the financial world. I have obtained various licenses and designations to ensure I am well-equipped to serve my clients. I am proud to hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, demonstrating my commitment to upholding the highest standards of professionalism and ethics in the industry.
What I value most about my profession is the opportunity to build long-lasting relationships with clients. I understand financial planning is not just about numbers; it's about understanding their unique goals, dreams and concerns. By forging strong connections, I can tailor my advice to meet their specific needs and aspirations. I am here to guide clients through the complexities of retirement planning and help them pursue financial freedom.
Born and raised in the beautiful San Fernando Valley, I am proud to call this vibrant community my home. When I'm not providing financial services advice, you can find me enjoying the great outdoors. Whether boating on a serene lake, hiking through picturesque trails or spending quality time with my family, I believe in finding balance and joy outside work.
Registrations held through LPL Financial: Series 7, 24, and 63.
Registered for Securities in the following states: AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA and WI.
Check the background of this investment professional on FINRA’s BrokerCheck.®