I am a Fresno native, born and raised in Sanger, CA. After graduating with honors from the Craig School of Business at CSU Fresno, I joined the Wealth Management Group of Plan Financial. In addition to obtaining my securities and advisory licenses, I hold the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning – an important credential for advice I provide on 401k’s and various other DB and DC plans. As an Investment Advisor Representative (IAR) for an ERISA 3(38) fiduciary, I work to deliver – to the greatest extent possible – crucial legal protection for plan sponsors by overseeing implementation, negotiating institutional pricing, and provid