I have been working with individuals and couples since 2001.
I am dedicated to developing lasting relationships with all of my clients. I believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more confident financial future.
Dawn earned her B.S. in Accounting and in Finance at the Callifornia State University of Long Beach. Dawn earned her Retirement Income Certified Professional (RICP®) designation in June, 2019. Dawn earned her Series 7 and 66 in 2001 and has been insuranced licensed since 2001.
I am looking forward to using my knowledge to help you pursue your financial goals.