CONNECT

Address:

Temecula, CA 92589

Phone:

951-926-1002 or 907-347-3860

Fax/Other:

866-373-8738

Qualifications

Success to me does not mean being a good advisor to my clients, it means being the best!  I strive to continually learn and remain up-to-date in my knowledge of financial planning so that I can bring that expertise to you. 

In 2001 I earned my certification as a  CERTIFIED FINANCIAL PLANNERTM professional.  I maintain that designation with 30 hours of continuing education every 2 years.  I also have a series 7, 63 and 65 securities licenses and a Life and Health Insurance License, all of which also have additional continuing education. 

I have added a new certification, and am now a Certified Divorce Financial Analyst. This means I now also specialize in divorce financial planning.  For more information, please visit my new website at: encoredivorceplanning.com.

It is important to me that as I am working with women in all the aspects that our lives can bring, that I provide an expertise along with the compassion that is needed to make our lives a success.

One of my recent accomplishments is earning the Women's Choice Award! The Women's Choice Award for Financial Advisors and Firms was created by WomenCertified®, in partnership with http://www.WIFE.org (Women's Institute of Financial Education), in an effort to identify advisors that women can trust. 

Advisors who qualify for the award must go through an extensive evaluation process using 17 objective criteria.  In addition, and to augment the evaluation process, the advisor's clients are surveyed to obtain client feedback regarding service and practices.  The Women's Choice Award is the premier recognition award for advisors who provide quality service to their female clients!

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED
FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification
requirements.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck