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 Profile
I place an emphasis on quality personalized service. As a condition of my membership in the American Institute of Certified Public Accountants, California Society of Certified Public Accountants, and Certified Financial Planner Board of Standards I participate in a rigorous quality control program. This review ensures our compliance with the highest of professional standards and our commitment to maintaining the highest continuing professional education standards as required by federal and state agencies.
What makes our firm unique is the personal attention, commitment and energy we bring to each client relationship. Each client's planning and execution are designed specifically to meet her or his accounting and financial needs and goals.
After earning my Master of Science in Financial Planning from San Diego State University in 1998, I started my career as a Financial Advisor with Prudential Securities. After the technology bubble burst, in 2001 I went back to San Diego State University where I earned my second Masters degree in Accountancy. In 2003, I landed my first job in public accounting. I earned both my Certified Public Accountant (CPA) certificate and Certified Financial Planner (CFP) certificate in 2005. To date I have accumulated over ten years of experience in public accounting and financial planning.
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