Felicia thoroughly enjoys analyzing and understanding the big picture so that she can be certain that all aspects of her client’s financial life are coordinated effectively — estate tax and income tax reduction, retirement income analysis, asset protection, investment allocation, wealth and business transfer, and risk management. She specializes in designing prudent strategies that seek to help her clients manage income tax liability, preserve their retirement income, cultivate and protect their assets, and structure their estates to successfully retain wealth within the family through multiple generations.
THREE THINGS ABOUT ME
I was born and raised in Southern California, but have traveled extensively.
I am passionate about politics, the environment, and volunteering / fundraising for Childhelp and the American Cancer Society
I love cooking, gardening, hiking, yoga, and the beach -- and, of course, my 14-year-old daughter, Jacqueline
Series 6, 7, 66, and 63, Certified Exit Planning Advisor (CEPA)
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