I’m an analyst with a heart, interested in helping you aim to achieve your financial goals and live an incredible life.
I’m a perpetual student, with a Ph.D. in Engineering from Cornell University and an MBA from the University of Rochester, as well as Certified Financial Planner® and Chartered Market Technician designations. This continues to this day as I participate in multiple workshops and classes to stay abreast of the latest innovations and strategies in finance, thought leadership, and personal well-being.
As the leader of our team, I apply this scientific training, together with 10 years of industry experience at Xerox Corporation, and the empathy I was forced to develop from experiencing disappointments and loss, to build a team that focuses on creating financial plans and managing investments using Technical Analysis.
I love the outdoors, cycling, hiking, and workshops or literature on spirituality and self-empowerment. I volunteer at several educational and community organizations throughout the city of Los Angeles.