Biography
Emy values integrity and considers it an honor to assist her clients in working toward their financial goals. She takes great pride in her work, and is both humbled and grateful to be able to assist others. These characteristics, coupled with her extensive experience in the financial industry are what allow her to develop deep relationships with her clients, as she continuously strives to help them achieve their financial goals.
Following graduation from California State University, Northridge, Emy began her career in finance in 1985. Throughout her 35 years, Emy has worked for various firms, granting her a unique background and experience with working with her clients. She spent time at Duerr Financial Corporation, Morgan Stanley, Crowell, Weedon & Co. and more, growing to be well-respected within the industry and specializing in working with municipal bonds to assist clients with their tax planning. As a seasoned and accomplished Financial Advisor, Emy works with clients from all walks of life and is able to apply her extensive knowledge of the field, as well as her experience, to each client she serves.
Originally from Glendale, CA, Emy has been living in the Inland Empire for 34 years. Within her community, she is an active member of Sun City Cruisers, a charitable organization that raises funds for various local organizations. She has three children and two grandchildren, and enjoys spending time with them as both a mother and a grandmother.
SPECIALIZATIONS
- Financial Planning
- Mutual Funds
- Retirement Planning
- Stocks and Bonds
Credentials
- Holds FINRA Series 7,9,24,31,63 and 65 licenses.
- B.A. in Speech Communication from Cal State University, Northridge.