Serenity Financial Planning LLC | Wealth Management Advisors
7825 Fay Ave, Suite 200 |Professional Services

Candidate Statement

With over two decades of experience in the financial industry and as a business owner, I believe I can bring valuable experience to this wonderful organization. I genuinely see La Jolla as a town that can bring peace, serenity and enjoyment to any person’s life regardless of age.

I see La Jolla as a slice of paradise filled with many hardworking business owners and friendly residents. La Jolla offers visitors and our community a vast array of services, restaurants and retail shops.  As a business owner, I would put forth any idea that has helped me become successful in my own business.

Whether it may be joining forces with like-minded business owners and members of the board to preserve La Jolla’s architecture, improve landscaping, roads, remove hazard, waste material as well as to promote events to attract new visitors to La Jolla. I like to promote ribbon-cutting events for our new businesses, bring awareness to businesses who do not get much recognition and engage with business owners to help elevate their brand.

In the past twenty years, I have managed wealth for families, individuals and businesses-located both in Northern CA as well as Southern CA. I have earned a degree in business management from UOP as well as five securities licenses. I have also earned a professional designation as an Accredited Asset Management Specialist from the College of Financial Planning. Currently, I am actively working toward earning another professional designation, CFP.

On a personal level, I have been married for 28 years, I have two grown boys, both currently in college.  I enjoy riding a bike, hiking, swimming, reading and have a lifelong passion for education.

Elections take place at the LJVMA Offices, 7590 Fay Avenue from 8:00 AM to 6:00 PM.  All member merchants are encouraged to get out the vote!