I have a background in consulting, business development and market research. I graduated from the University of Texas at Austin and hold a degree in chemical engineering and an MBA from University of Houston. In 2018, I changed careers to become a financial advisor because I learned to appreciate and became passionate about helping people with planning for the future. After five and a half years at Edward Jones, I joined Prudential in early 2024. Although I enjoy helping all clients, my targeted areas are business owners and independent contractors, who likely do not have the benefit of an employer-sponsored plan, as well as workplace retirement plans. My clients focus on building their business while I focus on helping them achieve their financial goals. Additionally, given that I am fluent in Spanish, I welcome the opportunity to assist Hispanic clients who may be more comfortable with speaking their native language. Besides getting to know my clients in such a way that I provide the most customized financial strategy for them, my other passions are travel, wine tasting and community outreach. As such, I currently serve on the board for a non-profit called Hands4Hope LA and support various other organizations.
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
General Information |
| Advisory Services Provided: | Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Annuity, Long Term Care, Variable Life, Life, Disability, Annuity |
Board Positions |
| Organization : | Hands4Hope LA, North Hollywood, CA |
| Position : | Treasurer |
| Duration : | 05/01/2020-Present |
Education |
| Bachelor of Science - Chemical Engineering | The University of Texas - Austin, Texas 08/25/1994-05/14/1999 |
| Masters of Business Admnistration - Management | University of Houston - Houston, Texas 08/29/2003-05/19/2006 |
Disclosures |
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Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Los Angeles |
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