Citi Personal Wealth Management helps you connect future aspirations and present needs.
Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.
Backed by Citi’s wealth planning process and global product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – From identifying your financial goals to helping you make them a reality. We’ll also work with trusted Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.
As a Citi Personal Wealth Management Wealth Advisor, my goal is to build strong relationships with clients by earning their trust.
I bring nearly 16 years of experience to understanding and analyzing clients’ individual situations, goals and risk tolerance. These are among the key elements I review with clients before recommending an investment course of action. In addition to offering my own guidance — in cash flow, asset allocation, risk management, retirement and estate planning — I also provide clients with access to additional skills and experience through my colleagues on the Strategic Wealth Advisors Group.
I graduated from California State University, Northridge with a B.S. in Business with an emphasis in Marketing. I attended The Wharton School for Executive Education and Advanced Planning. I am a Registered Representative and hold Series 7 and 66 securities licenses. I am also Life & Health Insurance licensed.
I am a Certified Financial PlannerTM, which strengthens my ability to help clients plan their long-term financial goals.