Experience

As a CERTIFIED FINANCIAL PLANNER™ practitioner, with over 30 years of experience in financial services, I am focused on managing wealth for high-net worth investors. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.

I graduated with honors from San Diego State University with a B.S. in Business Administration.  I have also earned the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania.  For this designation, I had to complete approved educational programs, pass a rigorous examination and meet stringent experience requirements.  During my time at Wells Fargo Advisors, I was recognized as a Premier Advisor from 2006 - 2019, a distinction reserved for the firm's top Financial Advisors based on business production, completion of educational components and professionalism.

Away from the office, I am active with several charitable organizations, including the YMCA and Autism Coalitions. I reside in San Diego and spend my free time with my wife, Paula and our sons, Kyle and Conor.  We like to stay active both physically and mentally, whether it’s by reading, supporting the Arts, yoga, meditation, or skiing.

California Insurance License # 0A61396

With nearly two decades of experience in the financial services industry, I’m passionate about helping individuals and families build confidence in their financial future. My approach is rooted in thoughtful, personalized investment strategies, and I prioritize clear communication every step of the way. I believe that when clients feel informed and supported, they’re empowered to make decisions that align with their goals and values.

I began my career in 2006 and hold FINRA Series 7 and Series 66 registrations, along with a California Department of Insurance license (#0J02106). I earned my Bachelor’s degree in Business from San Diego State University, where I developed a strong foundation in finance and a deep appreciation for client-focused service.

Outside of work, I live in North County San Diego with my husband and our two children. We enjoy an active lifestyle—whether it's surfing our local breaks, traveling to catch waves abroad, or staying involved in our community. I’m especially passionate about supporting foster youth and previously served as a Court Appointed Special Advocate (CASA) through Voices for Children. I believe uplifting our communities creates lasting positive change.

CA Insurance License #0J02106

For nearly 30 years in the financial services industry, I’ve helped clients simplify financial decisions, set priorities, and keep their plans on track. My approach is hands-on and personalized, built on integrity, consistent follow-through, and a commitment to what matters most to you.

I earned my bachelor’s degree from Arizona State University and hold the CERTIFIED FINANCIAL PLANNER™ and Chartered SRI Counselor™ designations. I’m registered with FINRA Series 7, 66, 3, 9, and 10, and licensed with the State of California Department of Insurance (#0G46707).

Raised in the Calexico–Mexicali border community and proud to call Chula Vista home, I’m a mom and “Nana” who values service. I serve on the boards of MANA de San Diego, a Latina-led organization focused on education and economic empowerment, and Saint Augustine High School, a Catholic college-preparatory school for young men in San Diego. I also support local nonprofits, multicultural families, and women through workshops and initiatives that promote financial literacy and empowerment. I believe knowledge uplifts communities and helps individuals understand the benefits and power of financial planning.

Katherine’s commitment and focus is entirely on providing exceptional customer service to clients and building long-lasting relationships. She obtained an associate degree from Mesa College, San Diego and has over 17 years of experience in the financial services industry. She started her career as a bank teller. She holds the Series 7, 63 and 65 securities licenses, as well as an insurance license for the state of California.

Katherine was born in the Philippines, where she was raised by her grandmother, while her parents lived in the US, where her father served in the United States Navy. She joined her parents in San Diego when she was 12 years old. Today, she and her husband call San Diego their forever home. She enjoys traveling, skiing, playing beach volleyball, running with her dog, Izzy, and spending time with her husband. She is committed to her community and often volunteers with organizations such as the Challenged Athletes Foundation, San Diego Coastkeeper, Father Joe’s Villages and Armed Services YMCA.

California Insurance License #0G67449

Karrin’s primary responsibility is to support the team at all levels by ensuring the efficient running of our practice. Karrin will oversee all administrative and operational functions to ensure you are receiving the highest level of service possible

Karrin is a graduate of UC Irvine and UC San Diego and has been in the financial services industry for over 30 years, previously with Wells Fargo Advisors and their predecessor firms (Prudential Securities, Wachovia Securities).  Beginning her career in San Francisco and continuing to grow in Los Angeles, San Diego and again San Francisco, she finally settled back in her home town of La Jolla in 2001.  She has held numerous managerial roles in Operations, Compliance and Regional and Branch Management, always focusing on Client Service and Financial Advisor support.

In her personal life, she spends the majority of her off time missing her 18 year old Daughter who is attending UC Santa Barbara, travelling across the country with  her 16 year old son who plays club lacrosse and chasing down her 2 dogs and 4 cats.  She also enjoys her annual vacations in Hawaii and Montana to soak up the sun with a book or a good spin class.

California Insurance License # 0C87567