Financial Advisor | Individual & Business Planning | Investment & Protection Strategies

As a financial advisor with Pacific Advisors, Guardian, and Park Avenue Securities, I work with individuals, families, and small business owners to help create financial strategies that are both practical and deeply personal. Whether you're planning for current cash flow needs, future retirement income, long-term care, or business growth, my goal is to help you make confident, informed decisions that support your long-term vision. 

I left my home country of Thailand to pursue higher education in the U.S., initially studying Telecommunication at Temple University in Philadelphia before transferring to Golden Gate University in San Francisco, where I earned a Master of Science degree. My passion for the dynamic and complex nature of technology sharpened my skills in technical analysis and attention to detail—abilities I now use, along with financial analysis, to help families and businesses achieve their financial goals. 

With a background in technical analysis and a passion for helping others, I specialize in designing personalized strategies that align with your values, goals, and lifestyle. I also support business owners in building cost-effective retirement plans while navigating their responsibilities and state-mandated employer retirement savings programs— working to help ensure compliance and maximizing value for both the business and its employees. 
In addition to investment and tax strategies, I offer protection planning—including disability, life, and legal coverage—to help safeguard what matters most at every stage of life. I’m especially passionate about guiding seniors—who are often at one of the most vulnerable stages of life—by providing compassionate, thoughtful financial planning to help ensure a more secure and comfortable journey ahead. 

My approach is simple: listen first, build trust, and deliver real-world strategies that work. Whether we’re planning for your personal future or your business’s next chapter, I’m here to support you with clarity, care, and insight. 

A Bit About Me

Outside of work, I enjoy playing tennis with a local group in Livermore, CA, and spending time swimming, running, and playing poker or chess. I’m also an avid reader of non-fiction. I’m proud to be a mother to my daughter, who is currently pursuing a law degree at Stanford University. 

Let's Connect!

I offer flexible meeting times, including evenings, to fit your schedule. Let’s talk about how we can build a plan that works for you.