About me
As a financial representative, I've always been driven by a passion for helping others achieve their long-term goals. My journey began in Venezuela, where I studied economics with a focus on banking and finance. After 15 years in the banking industry, working as a underwriting analyst and corporate banking relationship manager, I discovered my true passion: serving clients. These experiences not only deepened my knowledge of financial markets and instruments but also taught me the importance of building strong relationships with clients.
As a Hispanic professional, I specialize in serving the Latin American market. My mission is to provide personalized financial guidance that helps my clients achieve their unique goals and aspirations. I believe that everyone deserves a secure financial future, and I'm committed to delivering tailored solutions that address their specific needs.
I want my clients to feel empowered, informed, and confident in their financial decisions. I achieve this by taking the time to understand their values, goals, and concerns. I then develop customized financial plans that address their immediate needs and long-term objectives.
Outside of my professional life, I'm blessed with a loving family, my husband, nephews, and siblings who provide me with unwavering support and unconditional love.
In my free time, I enjoy outdoor activities such as running, stand-up paddleboarding, and watching baseball games (especially when Jose Altuve wins!). I'm also passionate since a young age about giving back, I've been involved with non-profit organizations and am an active member of the Rotary Club International of Huntington Beach.
I'm grateful for the opportunity to share my story with you. I'm excited to learn more about you and explore how I can help you achieve your financial goals.
Hablamos Español!
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.
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.
