Personal
As a child, our family road trips always included the same elements: long drives, amazing places, books in the backseat & talk radio! My father immigrated from Mexico and my mother from El Salvador with only the clothes on their backs, belief in God and a hope for a better future. They met and married in Los Angeles and through hard work, dedication and an entrepreneurial spirit lived the American Dream: Life, Liberty and the Pursuit of Happiness. My father became a licensed general contractor, building hundreds of homes and buildings throughout Southern California, most of which still stand strong today. My mother dedicated herself to my father and my brothers, and then later piloted the first organic salad bar lunch program for our local school district.
My parents laid the foundation of my life, teaching my brothers and I the value of hard work, of family and giving back. After my father died, I wish someone had taught them about financial literacy. My father passed away in the blink of an eye, leaving my mother widowed at a young age. I wish we had a trusted financial advisor to help us through one the most difficult times of our lives.
I enjoy working with people at all life stages. I am very passionate that everyone should have a conversation about life’s “what if's.” I know our whole worlds can be turned upside down in an instant.
When I’m not at the office I love traveling, hiking, time with my family, the beach, practice at the shooting range and a good glass of whisky with friends. Me encanta hablar en español, explorar, Mariachi, pupusas y tamales!
Professional
Three years ago, I took the plunge and decided to make a career change to become a Financial Advisor. My goal is to make financial planning and wealth management less intimidating and more accessible to families and like-minded entrepreneurs in the Latino community. Even with a business degree there was still so much I did not know about financial planning and money. I enjoy meeting people from all walks of life, listening to their unique story and determining how I can help them along the way in their journey to achieving financial freedom.
I enjoy working with people at all different life stages and strongly feel that everyone should have a conversation about life’s “what ifs.” My father passed away in the blink of an eye a few years after I graduated college, and my mother was widowed at a young age. Our whole world was turned upside down in an instant. I wish I had engaged with a financial advisor or planner to make sure we had the proper risk management in place and who could have helped us through one the most difficult times of our lives. I learned a lot about why estate planning and having a basic will and living trust is so vital to any transfer of wealth plan.
I enjoy fast-paced work, solving problems within constraints, and developing creative ideas. Being one and surrounded by entrepreneurs my entire life I understand the quick pace, growth and consistent reinvestment into the business but when do we stop and plan for ourselves? I want to help others be strategic with their savings and investing, understand their options and see what's possible!
Education & Licensing
Graduated from Loyola Marymount University with a bachelor’s degree in business management.
Registered with FINRA and SEC.
I have my SIE (Securities Industry Essentials), Series 6 (Investment Company Products/Variable Contracts Representative) and Series 63 (Uniform Securities Agent State Law) licenses.
Here are my areas of expertise
Financial Planning
Multigenerational Planning
Retirement Planning & Income Strategies
Education Planning & Funding
Business Planning & Succession
Disability Planning for Physicians & Dentists
Tax-Efficient Strategies
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
