Financial Services
Equitable Advisors
[email protected]
415.276.2245
cell 415.845.7090
Passionate about financial literacy and financial independence for women, I have over 25 years of experience in financial services catering to the individual needs of my clients by delivering top-class results to institutional and private clients worldwide. My personal experiences and cross-cultural understanding enable me to connect with diverse clients, fostering trust and long-lasting relationships. I focus on strategic financial planning, retirement expertise, and investment management. I actively volunteer in Marin and advocate for educators’ retirement planning. I hold a psychology degree from San Francisco State University, with a focus on behavioral finance, and previously interned as a domestic abuse counselor. Fun Facts: I was once a competitive ice skater and considered a career in fashion design. I love travel and have visited 17 countries so far.
Equitable Advisors, LLC is a leading financial services firm. We assist our clients in achieving their financial objectives by offering comprehensive integrated planning services pertaining to all areas of the financial landscape. Our dynamic advisory practice supports clients through all phases of the financial planning cycle, utilizing expert capabilities in Wealth Accumulation, Asset Allocation Strategies, Tax Diversification, Capital Preservation, Retirement Distribution, Legacy Planning and Risk Management.
CA Insurance Lic. #4351203