Awards and Publications
2024
Best-In-State Top Women Wealth Advisor
2024
Five Star Wealth Advisor
2023
Orange County Business Journal Companies that Care Honoree 2023
2023
LA Times OC Inspirational Women Honoree 2023
2023
LA Times OC Visionary Honoree 2023
2023
Orange County Business Journal Women in Business Honoree 2023
2023
California State Legislature Women of Achievement Award
2023
OCBJ Excellence in Entrepreneurship Honoree
2022
NAWRB Leadership Family Office Award Winner
2022
OCBJ Distinguished Leaders in Wealth Management
2022
5 Star Wealth Manager
2022
Forbes Finance Council Member
2022
OCJ Excellence in Entrepreneurship and Women in Business Honoree
2021
Forbes Finance Council Contributor
2021
OCBJ Excellence in Entrepreneurship and Women in Business Honoree
2021
5 Star Wealth Manager
2020
5 Star Wealth Manager
2019
5 Star Wealth Manager
2018
5 Star Wealth Manager
2017
5 Star Wealth Manager
2017
NAWRB Awarded The Visionary Leading Lady