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