Education & Credentials

BA Economics, UCLA

Certified Public Accountant

Personal Financial Specialist

Retirement Income Certified Planner®

Professional Experience

Avior Wealth Management, LLC, Senior Wealth Advisor and Partner (Current)

Axiom Advisory, LLC, Founder and President

Visa International, Manager

KPMG, Senior Accountant

Areas of Specialization

Comprehensive Financial Planning

Investment Management

Income Tax Planning

Income Tax Preparation

Estate Planning

Insurance Planning

IPO and Equity Management