Specialties
About Me
Financial advisor and Enrolled Agent with backgrounds in medicine, analytics, and risk management.
I help physicians, professionals, and multicultural families with retirement, tax-efficient investing, insurance, estate planning, and long-term financial strategies. My approach emphasizes education, transparency, and practical planning tailored to each client’s career stage and family goals.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
AEP, CLU, RICP, EA, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Investment advisory and securities services offered through registered broker-dealers and investment advisers, where applicable. Insurance and tax services may be separate and not FDIC insured, bank guaranteed, or value guaranteed. Past performance does not guarantee future results. Financial planning should be individualized. Medical opinions are not provided through financial advisory services.