History
After earning my Master of Science in Financial Planning from San Diego State University in 1998, I started my career as a Financial Advisor with Prudential Securities. After Prudential Securities, in 2001 I went back to San Diego State University where I earned my second Masters degree in Accountancy. Then I began my career in public accounting in 2003. After much work, I earned both my Certified Public Accountant (CPA) certificate and Certified Financial Planner (CFP) certificate in 2005. To date I have accumulated over ten years of experience in public accounting and wealth management.
Specialties
Tax, Accounting, and Wealth Management