I was born in New Jersey and moved to Miami at the age of 10, an experience that broadened my perspective and shaped my journey. My academic pursuits led me to Florida International University, where I obtained a Bachelor’s degree in Business Administration, majoring in Finance. This foundation laid the groundwork for my career, and I further advanced my education by beginning a master’s degree in Finance to deepen my knowledge. With over sixteen years of experience in finance and business management, I feel that I have built a reputation as a performance-driven professional committed to providing strategic guidance to help individuals and families achieve their financial goals. I began my career in finance with a focus on wealth and risk management, income tax reduction strategies, and asset preservation. My approach emphasizes developing innovative advice and guidance to complex financial challenges while maintaining a personalized, holistic approach tailored to each client’s unique needs. Three years ago, I relocated to California, where I continue to serve my clients with dedication and a deep understanding of industry trends. I pride myself on my ability to communicate effectively and build trust through my commitment to excellence. This passion for continuous learning has allowed me to stay at the forefront of best practices. Fluent in both English and Spanish, I offer comprehensive financial advice that resonates with a diverse clientele. My mission is to help clients achieve their financial aspirations through a strategic, value-centered approach that reflects their unique goals. Outside of my professional life, I remain dedicated to growing my knowledge and expanding my impact in the financial sector.
With over fifteen years of experience in finance and business management, my approach is rooted in delivering strategic guidance through comprehensive wealth planning. I strive to separate myself from the competition by leveraging the vast resources and expertise available at the firm. My focus is on providing personalized and holistic financial advice that aligns with my clients' values, needs, and long-term goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.