FIDUCIARY

I am a California Licensed Professional Fiduciary based in Carlsbad and a member of the Professional Fiduciary Association of California. Prior to becoming a Fiduciary in 2013, I worked for fourteen years in the Financial Services industry where I guided clients in investing and managing their portfolios and reviewed the investment decisions of other advisors as to the appropriateness of the choice for each individual client.

Primary location: Encinitas United States