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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Business Owners, Executives, High Earning First Generation, Latino, LGBTQ+, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors
Major Milestones I Specialize In
Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I manage wealth with intention. As the founder of Utopia Wealth Management, I work with individuals, families, business owners and professional athletes to help them make thoughtful decisions about their money and, ultimately, what they want their money to do for their lives. My approach goes beyond investments. I believe good financial planning should help people balance preparing for the future with actually enjoying the life they’ve worked hard to build. It’s not just about asking, “What if I run out of money?” Sometimes it’s equally important to ask, “What if I run out of time?” As a fiduciary and fee-only advisor, I provide comprehensive wealth planning and investment management, including retirement, tax, estate and investment planning. Before founding Utopia Wealth Management, I spent more than a decade in financial services, including experience in the multi-family office space and as a Senior Wealth Planning Consultant for one of North America’s largest financial institutions. I earned my bachelor’s degree from the University of Central Florida and hold a Master of Science in Personal Financial Planning. I am also a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Enrolled Agent (EA), Master Planner Advanced Studies℠ (MPAS®), Chartered Retirement Planning Counselor℠ (CRPC®), and Accredited Wealth Management Advisor℠ (AWMA®). I have previously served as Treasurer of the Financial Planning Association of South Florida and on the Executive Committee for the Young Friends of the Kravis Center in West Palm Beach. For me, wealth management isn’t simply about maximizing a portfolio. It’s about using money intentionally to create more choices, more freedom and more life.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.