Fifteen years practicing investment and wealth management at Wells Fargo Advisors provided valuable experience, while causing me to realize that big firms are missing something critically important. So, in 2021, I founded EQ. Our guiding principle is equanimity — maintaining a state of calmness and emotional control when making critical financial decisions under difficult, challenging, or uncertain conditions. It also means delivering advice with high EQ — the emotional quotient that balances IQ to foster better financial problem-solving and stronger relationships. EQ also represents equity — not just in the traditional sense, but as it relates to making financial decisions: taking into account the unique circumstances of each client’s situation instead of being limited by a general set of rules. At EQ, we know that one size only truly fits one size, which is why we custom-fit our advice for each client.
I earned a Bachelor’s degree in Business and Finance from California State University, Long Beach, and an M.S from Boston University to prepare me for a career helping people toward building, managing, and protecting their wealth with a focus on seizing opportunities and overcoming obstacles that come during life’s transitions, planned and unplanned.
As a CERTIFIED FINANCIAL PLANNER™ professional. (CFP®)* , I have completed extensive training in financial planning; investment management; retirement savings and income strategies; risk management and insurance planning; estate planning; and professional responsibility. Moreover, I have sworn to uphold the principles of integrity, competency, fairness, and confidentiality in all interactions with my clients.
* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
