SVP, Wealth Management & Insurance Planning
I am a fifth generation native of San Jose from an agricultural family. At a young age my grandfather encouraged me to invest in the stock market. When I showed interest, he referred me to his personal broker. Unfortunately, that broker managed to lose 50% of my nest egg while I was in college, then counseled me to remove my money from the market and cut my losses. I was confused and devastated.
In college, I earned degrees in social sciences and education, so naturally I began my career as a high school math and social science teacher. But I kept thinking how disappointed I was that my grandfather’s broker had failed to educate me or give me sound advice so, after 9 years of teaching, I joined the financial services industry. I wanted to learn how to properly invest for myself, and then to help others to achieve financial security and wealth.
I opened my firm in 1988 because I truly cared about helping people gain peace of mind that comes from a sense of trust and confidence that they are being expertly counseled and cared for. I feel immense satisfaction in helping people plan for the future, weather the storms, and reap the long-term benefits of sound financial planning for the long term. With expertise in both insurance and investment management, I can balance both assets and risks in the context of a financial plan.
I care deeply about my clients and their continued financial well-being. After 34 years in business, I merged my firm with Harris Private Wealth to ensure continuity of care and increased breadth of services for my clients, and their families, well into the future.
Thank you for reaching out! We look forward to speaking with you and will be in touch asap. If you have an immediate need, please give us a call (408) 547-3390.