Dee brings many years as a business and financial professional to assist existing and potential clients with comprehensive and holistic wealth and tax management. Being passionate about financial understanding and literacy, Dee attained her CFF designation through the National Association of Certified Financial Fiduciaries. As a CFF, Dee has a fiduciary duty to deliver unbiased advice and continuously serve the client’s best interests.
As a people and numbers lover, she delights in organizing, analyzing and helping people achieve a financial roadmap for their health and security throughout all stages of life with a values-based outlook. As President of the Irvine Chapter of the American Financial Education Alliance, AFEA, you can look for her teaching classes at community colleges and libraries in Orange County of Southern California. AFEA is a non-profit organization dedicated to empowering Americans by teaching financial literacy.
FINRA licenses 6 & 63
Resident Insurance Producer for the State of California
Enrolled Agent (a federally-licensed tax practitioner)
Licensed with the State of California Department of Real Estate
When not working, you might see Dee on her bike in the canyons and roadways of South Orange County or at an Angels game at the Anaheim Stadium.