Who I Am

Who I Am

I am the owner and CEO of Fiduciary Experts LLC
Independent fiduciary for institutions and individuals
Oldest of six children
First to go to college (go Bruins!)
First generation Mexican-American
My first language was Spanish and now I speak it with a weird accent.
Poet and bad writer
Passionate about helping others
Executive MBA from UCI
Cat, coffee and chocolate aficionado
My family is Mexican, black, white, Filipino, Peruvian and Brazilian.
I have worked in the investment industry as an advisor for over 20 years.
I earned my Landscaping Contractors License to work with my dad and develop his business.

My parents are both immigrants that although have a 5th grade education are progressive, successful, but more importantly truly kind and wonderful people.