Team Category: Potentia Wealth

  • July 9, 2020
    Would it surprise you to learn that the root of the word “wealth” means “well-being.” It has come to mean…
  • July 16, 2024
    I have a passion for global markets, wealth management, and client services, which I cultivated for over 20 years of…
  • July 9, 2020
    Time has allowed me to gather one experience after another to help guide my clients through life’s financial complexities. The…
  • July 9, 2020
    When I joined Potentia Wealth, I immediately knew our values and beliefs aligned. Putting the client and their family first…
  • May 25, 2023
    My father immigrated to the United States with $20 in his pocket and a world full of possibilities. Without the…
  • May 25, 2023
    As a dedicated professional in the finance industry, I have years of experience and a strong drive for success. Having…
  • September 11, 2024
    Bio coming soon   CA Insurance License # 0E51953   Investment advice offered through Potentia RIA, LLC, a registered investment…
  • September 11, 2024
    I have been partnering with individuals, couples and families since 2007 to help them work towards financial freedom.  Through experience…
  • July 9, 2020
    Joining Potentia in 2015, I was drawn to the heart and vision of the team—people who believed deeply in guiding…
  • July 9, 2020
    My many years in customer service and management prepared me for my role at Potentia. Beginning in Client services, I…