Senior Vice President–Wealth Management
Financial Advisor
With over two decades of industry experience, I am committed to providing my clients with a comprehensive range of wealth management strategies that will help them achieve their goals and objectives
I have been in the industry since 1999 and have since navigated my clients through many market cycles. I maintain discipline and practice a well informed decision making process to help my clients fulfill their financial goals and dreams.
I am a graduate of California State University, Hayward.
Associations:
Past Associate Member of the California Association of Community Managers
Past Board Member of Carmel Oaks Homeowners Association
Past Board Member of The Ethiopian Philanthropic Organization
Past Member of Rotary International
Past Member of Kiwanis Club
Morgan Stanley Honors and Awards:
Directors Club (2007-2009)
Masters Club (2010-2012, 2017-2024)
Morgan Stanley Business Owners Executive Counsel (2011)
UBS Financial Services Insurance Agency Inc. License UBS #0512985
CA Agent License #0C81495
NMLS #1272768
Senior Vice President–Wealth Management
Financial Advisor
With over two decades of industry experience, I am committed to providing my clients with a comprehensive range of wealth management strategies that will help them achieve their goals and objectives
I have been in the industry since 1999 and have since navigated my clients through many market cycles. I maintain discipline and practice a well informed decision making process to help my clients fulfill their financial goals and dreams.
I am a graduate of California State University, Hayward.
Associations:
Past Associate Member of the California Association of Community Managers
Past Board Member of Carmel Oaks Homeowners Association
Past Board Member of The Ethiopian Philanthropic Organization
Past Member of Rotary International
Past Member of Kiwanis Club
Morgan Stanley Honors and Awards:
Directors Club (2007-2009)
Masters Club (2010-2012, 2017-2024)
Morgan Stanley Business Owners Executive Counsel (2011)
UBS Financial Services Insurance Agency Inc. License UBS #0512985
CA Agent License #0C81495
NMLS #1272768
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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