Experience

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  Massmutual financial group

  Oct 2010 - Apr 2014

  Financial advisor

  Surpassed top Leaders sales recognition, first in agency, within first year of production in 2011.Ambitiously prospected for new clients and maintain relationships via outbound calls and networkingMeticulously advised clients on solid financial plans that integrate specific goals and address relevant concerns. Created a successful networking group to share ideas and business leads with various professionals.Analyzed details in client portfolios and provided market insights that resulted in increased loyalty, as well as opportunities to engage in presentations, speaking events, and forums. Show less

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  California box rental

  Oct 2012 - Jun 2021

  Owner

  I am the founder and owner of California Box Rental, the leading provider of zero-waste, ergonomic moving boxes and equipment rentals for the greater Sacramento area. Our mission is provide customers with tools to relocate in the most sustainable and stress-free manner possible, while making a perceptible reduction in packaging and moving waste that would otherwise end up in our landfills. Our growing allegiance among residential and commercial customers is a tribute to our relentless pursuit of becoming the leading provider of green moving resources in the Sacramento area, while motivating our community to practice living in a more environmentally friendly manner. Show less

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  Scottrade

  Apr 2014 - Jul 2015

  Investment consultant

  I work diligently with clients to help them overcome obstacles to financial success. In addition to servicing clients with the highest level of prudence regarding their brokerage needs, I strive to have in-depth conversations with clients to help them identify what they their genuine investment objectives are. Working together to educate clients on market facts and various investment products, I am able to help them create a plan that reflects their collective goals and risk tolerance. In addition to helping clients create a road map to reach their financial aspirations, I earnestly educate myself on market knowledge, the brokerage industry and regulations, as well as the diverse array of investment products that are available today in order to position myself as a trusted financial professional. Show less

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  Tiaa-cref

  Nov 2015 - Apr 2020

  Wealth management advisor

  In my role as a Wealth Management Advisor, I am the primary point of contact for high net-worth clients for all financial planning needs. I work with clients in areas of retirement planning, investment education, income planning, continuity planning, family planning, estate and charitable planning, as well as collaborate with firm specialists as necessary to provide comprehensive financial plans and solutions to our clients. I also lead conference calls, presentations, and meetings to develop product expertise and success of our colleagues.In addition to providing financial planning to clients while practicing with the highest standards, I have also:- Increased asset growth consistently and substantially year over year, becoming the #1 Centralized Wealth Management Advisor in the Denver office for percent to goal in 2017. 104% to goal in FY 2018. Consistently the top performer for outbound calls to clients and other performance metrics.- Committed to consistent continuing education, market knowledge, professional development and peer development. Comfortable use of Microsoft Office, Morningstar, Bloomberg, and various screening tools. Hosting conference calls with peers, leading sales huddles, guest speaking on team meetings was an aspect of my work that I felt privileged to be involved with.- Held leadership positions in our firm's volunteer council, our Young Professionals Employee Resource Group, as well as coordinate our team's annual day of service. Show less

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  Facet

  Apr 2020 - Mar 2023

  We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

  • Senior Lead Planner

    Jan 2022 - Mar 2023

  • Lead Planner

    Apr 2020 - Jan 2022
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  Financial finesse

  Jun 2023 - Jun 2024

  Resident financial planner
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  Ucla extension

  Jun 2023 - now

  Instructor of financial planning

  I teach and inspire the next generation of financial planners and personal finance enthusiasts the fundamentals of financial planning, retirement planning, and creating a thriving practice. Mentoring students from all walks of life and professions enables me to sharpen my knowledge of personal finance while influencing others to leverage financial planning knowledge to make their lives and the lives of their clients better. Topics covered include money management, investing, estate planning, retirement planning, tax efficiency, and more. Show less

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  Allworth financial

  Jun 2024 - now

  Financial advisor

  Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.