Business Description
I am a Wealth Management Advisor and Professional Plan Consultant (PPC) with LPL Financial and Medical Wealth Management in the Palm Springs area with over 30 collaborative years of investment, tax strategy, liability and asset management. I work with closely held businesses, entrepreneurs, healthcare and other professionals, non-profit organizations, and high net-worth individuals on all aspects of financial planning. I was recently named a Five Star Wealth Manager for the sixth time and nominated as a top female advisor with National Association of Plan Advisors magazine as recently as 2022.Required disclosure ——Member FINRA/SIPC. CA Insurance#OC98340
