Fresno Office

590 West Alluvial Avenue

Suite 108
Fresno, CA 93711

About Us

Are you looking for a trusted partner who can guide you toward achieving your financial goals and building generational wealth for your family? I am passionate about helping my clients become financially empowered and aware, and I believe that building ongoing relationships is key to achieving success together.

My approach is all about building a lasting relationship based on shared values and objectives. Together, we will create a financial plan that is tailored to your unique needs and goals, and that will help you make sound financial decisions. I am committed to educating my clients so that they feel empowered to take control of their finances and make informed decisions that will benefit their families for generations to come.

At Resilient Wealth Management, we are a resource to families at all stages of life. Whether you're just starting out or you're a multi-generational wealth builder, we have the knowledge, experience, and resources to help you achieve your financial objectives.

I believe in making financial planning fun and engaging. I share personal stories and experiences to help you relate to financial concepts, and I provide helpful tips and advice to make budgeting and financial management easier and more convenient. My goal is to help you build a solid financial foundation and to create sound financial habits that you can pass down to future generations.

Let's partner together to achieve financial empowerment and build generational wealth for your family!

Why is there a need for Financial Planning? 

There's a common misconception that financial planning is only for the wealthy. But the economy has changed rapidly, the tax code is as complicated as ever, and technology has allowed for nearly anyone to become an active investor. That makes careful and informed financial planning a necessity, both for today's income earners as well as those anticipating an inheritance in the future. Financial planning may include investing, asset preservation, income tax mitigation, cashflow and budget planning, educational funding, financial risk management, charitable giving, retirement income planning, and/or intergenerational wealth transfer. Working with a trained and trustworthy financial advisor can be an effective way to help ensure you're able to live your life on your terms, while also leaving a legacy to future generations.

Why People Fail Financially

An old adage tell us that few people plan to fail, but many fail to plan. In fact, we often spend more time planning a two-week vacation than we do planning our entire financial future. It's easy to understand how this happens: We can't do what we don't know. And when it comes to the vast knowledge required for successful financial planning, most of us just don't have the expertise, education, and credentials necessary to achieve our lifetime goals. That's where we come in, helping our clients fill in these simple and common knowledge gaps:

  • Inability to set realistic financial goals
  • Ignorance of how money grows and how long it takes
  • Incomplete understanding and application of our tax laws 
  • Believing the market can only go up
  • Confusion about the effects of inflation
  • No protection against loss of income
  • Buying the wrong kind of insurance
  • No plans to avoid the loss of capital
  • Faulty or no estate planning

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.