Your family financial health is the goal.
The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.
Private Wealth Advisor
My father immigrated to the United States with $20 in his pocket and a world full of possibilities. Without the guidance of a financial planner, the opportunities available to my family would have been a lot smaller. Because of these experiences, I learned the importance of financial security and how best to listen, strategize, and implement.
I joined Potentia in February 2021 and quickly knew I had found a new home among new friends. As one of the founding members of Potentia’s Investment Committee, I find joy in researching and analyzing market trends so our portfolios are well-balanced for our clients. In addition to my investment strategy responsibilities, I am also Potentia’s lead Financial Planner. I strive to provide peace of mind and financial security to our clients, just like my father once experienced.
After attending Saint Ignatius in San Francisco, I continued my Jesuit education at Loyola University of Chicago where I earned my bachelor’s degree in Finance with minors in Mathematics and Physics. I value continuous learning so that I can build upon my foundation of analytical thinking and problem-solving. I firmly believe that by understanding your unique circumstance, aspirations, and fears, I am the person to analyze and solve your family’s problems. After 5 years in the industry, I have never been more excited to serve you and your family, just as I would serve mine.
I live in San Francisco with my beautiful fiancé and overwhelmingly active goldendoodle, Appa. When not in the office, you can find me coaching youth basketball, losing golf balls in the rough, or trying a new restaurant in the Bay Area.