Ever since I can remember, I’ve always had a passion for investing and business. Several years ago, I was at a crossroads in my Digital Forensics and CyberSecurity career. I felt like my work was not having an impact, so I founded Pacific Landfall, an independently owned and operated wealth management firm, not only to follow my passion, but to give people the care and attention their financial goals deserve.
A Financial Advisor can truly have a profound impact on the lives of their clients. I love serving my clients by helping them define and reach financial goals, but also by helping them serve their communities and causes they believe in.
While developing my wealth management process, I aimed to give my client’s money and investments a clear intentional purpose. I leverage my background in forensic analysis to bring a unique approach to Risk Management and analyzing the strength of a business or portfolio.
As a Chartered Retirement Planning CounselorSM , I specialize in helping you plan for retirement at any stage in your life. I can provide you with an understanding of complex pre and post retirement issues. From helping you maximize sources of retirement income to guiding you through investments, I will help you identify and analyze what you should do today to ensure a secure tomorrow!
I have developed a holistic wealth management process that focuses on goal-based investing. This process integrates the long-term goals of an individual with financial solutions using a planning and consultative approach. I focus on aligning your goals with how you manage your money and stresses responsibility, hard work and encourages generosity. By setting relative or concrete goals, we form a base to make decisions off of and review our performance.
I truly believe the more you give, the more comes back to you. Know that when you trust one of your financial goals with me, we will not only be working to achieve that goal, but in the process, we will be making a difference in the lives of others. I donate two percent of all the earnings generated from Pacific Landfall to charity.