I am passionate about building a balanced financial portfolio, and real estate is a key component. As a certified financial planner, I want my clients to enjoy the benefits of home ownership, whether they are just starting out, moving up, or downsizing. I am as committed to their changing needs as I am to the needs of my growing family. As a seasoned investor myself, I also want to help my clients set and achieve sound real estate investment goals to increase their financial security. Lastly, as an experienced entrepreneur, who thoroughly researched restaurant management before opening my own business, I can guide any fledgling business person through leasing property, buying inventory, building a business plan, venture capital financing, designing and marketing their new business.
With the overabundance of information available, making any real estate decision can be overwhelming. As a trained researcher with a degree from UCLA, I can analyze complex data to obtain viable solutions. By thoroughly researching property information and market data, I can present options tailored to my client’s current real estate goals. Together, we go over the information, so that they can make an informed decision, whether it is for a new home, an investment property, or a business.
It is important to periodically reevaluate and update your financial goals, as life progresses. I aspire to be your life-long Realtor by earning and retaining your trust in my knowledge and advice. Keeping informed is important. I am constantly updating my knowledge of real estate and the current market, keeping abreast of the latest trends and developments. I remain in communication, so as your life evolves, we can evaluate your next options.
An important part of living a good life is balance. When you have made steps to secure your family’s financial future, you can enjoy the other aspects of your life. I enjoy my circle of family and friends, travel to the Bahamas and beyond, take quick trips to Catalina to fish, boat, and swim, because I’ve addressed my own financial portfolio. I want my clients to experience that same security of financial planning and execution, so that they can relax and enjoy the life they want and deserve.
For help starting or expanding your Orange County real estate portfolio, call me to research your options at 714-293-8051.