Becky is a seasoned financial professional who specializes in advising high net worth clients.  She has extensive expertise in personalized asset allocation, retirement planning, and tax efficiency strategies.  She also has many years of experience in advising investment committees for endowments, foundations and pension plans, as well as working with companies to construct diversified, low-cost 401k retirement solutions for their employees.

Becky takes a holistic client-centered approach to wealth management, recognizing that each financial journey is unique.  By combining personalized advice with disciplined, long-term strategies, she empowers clients to achieve financial security.

Throughout her career, Becky has earned a reputation for trustworthiness, integrity and an unwavering commitment to client success.

Becky is a Certified Financial Planner (CFP), has her Series 65, and has a Certificate in Personal Financial Planning from University of California, Irvine Extension.

On a personal note, Becky loves spending time with her family, plays pickleball when she can, enjoys learning and reading books, and is always willing to go on an adventure somewhere in the world.