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, an independent registered investment advisory firm. 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, an MBA from Boston University to prepare me for a career helping people build, manage, and protect their wealth – seizing the opportunities and overcoming the obstacles that come during life’s transitions, planned and unplanned.
As a Certified Financial Planner Professional, CFP®, I have completed extensive training and examination 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.