My Vision

To empower individuals and families to achieve financial freedom and security through tailored financial strategies, fostering long-term wealth and peace of mind for generations to come.

My Mission

My mission is to provide trusted, personalized financial guidance that helps clients make informed decisions, optimize their financial potential, and achieve their life goals. Through education, integrity, and a commitment to excellence, I aim to build lasting relationships that support financial success at every stage of life.

Background

I began my career as an animator at a studio, where the training I received instilled in me a strong sense of discipline and a growth-oriented mindset. During this time, my father was diagnosed with lymphoma, which sparked my interest in insurance and financial literacy. Motivated by this experience, I immersed myself in various courses to deepen my understanding of financial planning. I realized how essential insurance is to protect a family’s wealth and how vital proper financial planning is to ensure a secure retirement and reduce financial stress.

Today, I serve as a Financial Services Manager at IPPFA’s top advisory group, APEX, which consists of over 40 advisors. I have had the privilege of advising hundreds of individuals on managing and growing their wealth, creating passive income streams, and achieving their financial goals.

What others say

Credentials

CFP® Professional

Master KASHGROWTH
Professional™, MKP™

Million Dollar Round Table (MDRT)

The Global Symbol of Excellence in Financial Planning

The CERTIFIED FINANCIAL PLANNER™ credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice.

CERTIFIED FINANCIAL PLANNER™ professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards