Beverly Hills Chamber has been a powerful resource for our company since we launched in 2013. From day one, the hard working team at the Chamber has gone out of their way to create opportunities for us. They provide us with valuable guidance, introduce us to quality people and potential customers, and involve us in marketing programs that help grow our brand. Winning the 2014 Golden Palm Award for Innovation was an especially exciting and valuable experience as it further established our company’s credibility in the community. We count Beverly Hills Chamber as one of our strongest supporters and a key contributor to our success. The sky’s the limit with Beverly Hills Chamber by your side.
Financial Planning & Services
I am a financial advisor with fourteen years of experience in helping investors reach their goals. In 2005, I launched my career in wealth management at Merrill Lynch in Beverly Hills. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they may have confidence in their future.
Over the years, I have travelled to 39 countries on five continents including all four 'BRIC' (Brazil, Russia, India and China) nations. Combined with my Master's degree in international relations from Cambridge University, my travels bring particular insight into international and emerging market investing. I have a passion for diverse cultures and world history. As an undergraduate student at Columbia University, in fact, I studied history. I also completed courses in economics at both the graduate and undergraduate level. To this day, I devote myself to the constant process of reading and research.
I pride myself on offering a high level of attention and service to all of my clients. Periodic contact and reviews are an important part of my practice. Some of my clients are also friends and family members. I offer a personal approach to understanding each client's unique financial situation.
I look forward to the opportunity of helping you achieve your financial goals.