Products and Services offered

Life is complicated. Financial planning shouldn't be. As your life progresses, your goals and aspirations may shift. I will work with you to gain a deep understanding of your financial goals, starting with a complete review of your current financial situation. Understanding you allows me to offer guidance and help keep your portfolio on track. Connecting your investments to your goals is the keystone to the rest of your plan. Investments can be complex. I will help ensure the impacts of all your decisions are easy to understand. Sounding smart isn't our job, it's to help you succeed in reaching your financial destination. Reaching your goals takes a deep ongoing relationship. It starts with a conversation. I look forward to speaking with you about your goals. My family and I migrated to Portland from Mexico in 1997. We immediately fell in love with everything that makes the northwest so special. I love spending time with my family, reading, staying active in nature and being a strong advocate for the communities in which I work and live. I am motivated to help these communities thrive by raising awareness in mental health and helping people improve their financial literacy toward financial freedom.

Business Hours:
M-Th 9am-5:30pm, F 9am-6pm, Sa 9am-1pm, Su Closed

Categories:
Investment advisory service,College Financial Planning Services,Financial Services

Products:
Socially Responsible Investing (sri), Environmental, Social, And Governance Investing (esg), 401(k), 403(b), Traditional Ira Or Roth Ira., Stocks, Bonds, Mutual Funds, Long-term Care Insurance, Annuities, College & Education Savings Plans.

Services:
Investment Management, Cash Management, Risk Management, Financial Planning, Estate & Charitable Foundation Planning, Public Employee Retirement System (pers) Planning, Social Security Planning, Comprehensive Retirement Planning