Catherine applies her more than 20 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at a high level.
She is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand how their money is being managed, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.
She holds Series 3, 7 and 63 securities licenses, and life and health insurance licenses.
Prior to joining the firm, Catherine was a senior registered client associate for 12 years at Wells Fargo Advisors and eight years at AG Edwards. Working in the financial industry is a passion for Catherine. She holds a bachelor’s degree from The University of the Philippines.
Catherine lives in Los Angeles. She is family oriented and has a special closeness to the elderly people in her life. When not working she enjoys spending time at church, enjoys the beach, the outdoors, walking, hiking, eating and shopping.
