Specialties
About Me
I spent two decades in public education as a teacher, principal and administrator at Los Angeles Unified School District (LAUSD).
My driving force has always been a belief in education as a tool for empowerment. This was evident in my proudest achievement: transforming one of LAUSD’s lowest-performing schools. Now, I bring that same dedication to my work as a financial planner. My personal path to financial independence, including navigating the complexities of CalSTRS and MPI pensions, has given me a unique perspective and deep understanding of these systems. I now dedicate my encore career to helping others achieve the same freedom, confidence and security.
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Interests & Hobbies
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Credentials
RICP, CBDA, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
395 Financial Planning LLC (395 Financial Planning) is a registered investment advisor registered with the state of California. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by 395 Financial Planning in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of 395 Financial Planning, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Please see important Disclosures and Privacy Policy. We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.