Women’s Wealth and Investment Advisor
Vista Del Mar Wealth Management
Though my clients come from different walks of life, I’m passionate about working with female business owners who are successful, but are unsure if they’re optimizing all possible resources to help reduce taxes and leverage more of their time to their family and business. I strive to achieve this with three key core pillars to money management: wealth, impact and purpose.
WEALTH. My goal is to build and preserve wealth for you, your family and your business. I believe in generational wealth, where I help you create a meaningful legacy for future generations to come.
IMPACT. I believe in building wealth beyond the monetary value; your money is a resource that can make a lasting impact for you, your family and our communities. There is power in money, and making the wise decisions with what to do with it should not have to be done alone.
PURPOSE. YOU are why Vista Del Mar Wealth Management exists. I want to build your dreams, not just your dollars. I strive to protect what matters most to you, not just your assets. More importantly, I approach everything with your best interests at heart; you deserve to achieve the life you envision, and to do that with purpose.
As a proud daughter of Filipino immigrant parents, I have always known my career would be focused on empowering women investors of color to feel more confident about their most important financial decisions. I started my career in 2007; in 2018, opened my own financial services firm in my hometown of San Diego. I graduated from the University of San Diego with a degree in Business Administration Finance.
I am a mom of two (three including my dog, Guiness). I’m an advocate for the environment, women and financial literacy; you’ll find me often hosting or volunteering for events to give back to the community. I LOVE to travel (including eating my way through the places I visit), meeting new people and prefer being outside!
To learn more about how we can build wealth with purpose, schedule a meeting with our team.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Vista del Mar Wealth Management is not affiliated with Kestra IS or Kestra AS. Investor Disclosures