15925 Carmenita Rd

Cerritos, CA 90703




Vice President, Private Banker at J.P. Morgan

Member Bio

As a Vice President and Private Banker at J.P. Morgan Private Bank, I work closely with a diverse range of clients, including high- and ultra-high-net-worth families, entrepreneurs, executives and members of the entertainment and sports communities. I deliver an elevated advisory experience to help them build, manage, transition and protect assets efficiently with a focus on multi-generational wealth. I am a designated CERTIFIED FINANCIAL PLANNER™ professional, and I engage each individual in a dedicated approach to define and understand the financial goals that are most important to them and their families. My focus is on investment management, estate and tax planning, and risk management, and I implement contextual financial strategies tailored specifically to meet the unique needs of my clients. CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

Company Name & Logo

J.P. Morgan