I am an LPL Financial Advisor with Kinecta Wealth Management, and it is my pleasure to assist clients in securing their financial future. With a specialization in personalized advice and guidance for all life phases, I offer expertise in areas such as education planning, tax-advantaged investing, and capital accumulation. However, my true passion lies in retirement planning, from the accumulation to the distribution phase. I am dedicated to helping clients pursue financial freedom and independence through strategic investments tailored to their unique circumstances.
Over the past 33 years, I have been proud to be a part of the Kinecta Wealth Management team. Throughout my career, I have honed my skills and knowledge to best serve clients' needs, ensuring that they receive the highest level of guidance and support. My educational background includes attending Santa Monica College, where I concentrated on business studies. Additionally, I have been mentored and trained in the financial industry by an experienced and successful CEO with an international perspective.
I am proud to have been recognized in Forbes' Top 50 Independent Broker/Dealer Women Advisors, a testament to my commitment to excellence in serving my clients' financial goals. In addition, I have received the honor of LPL Chairman’s Club membership, an annual recognition of the top 3% of advisors every year throughout my tenure. Growing up in South America and having the opportunity to travel extensively with my family, I developed a deep curiosity about the world and an appreciation for different socioeconomic and cultural backgrounds. This exposure has shaped my client-centered approach, as I strive to adapt to their unique needs and circumstances.
I reside in the serene Pacific Palisades, a small, family-oriented seaside village blessed with beautiful ocean views and refreshing sea breezes. In my leisure time, I enjoy traveling, reading, biking, hiking and taking leisurely walks with my loyal Labrador Retriever, Chester. I also cherish moments spent with my husband, Michael, and my daughter, Marissa, along with my grandchildren, Grayson and Oliver.
Registrations held through LPL Financial: Series 7, 24 and 63.
Registered for Securities in the following states: AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA and WI.
LPL Registered Sales Assistant
Check the background of this investment professional on FINRA’s BrokerCheck.