With over 25 years of investment experience, there is no doubt the investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment strategies are most appropriate for them and a strong relationship with a trustworthy representative who has a clear understanding of their needs.
Education is the foundation of sound investment decisions. My first priority is educating my clients and presenting the world of investment in language they can understand.
The freedom of creating unbiased financial strategies that focus on client needs and objectives is paramount. As a full-service Financial Consultant, my clients are offered an assortment of quality, non-proprietary investment choices. Being a fully independent consultant ensures that client’s interests come first. Independence allows me to maintain a constant commitment to assisting my clients achieve their goals.
Penny has been involved in many community service activities. She currently serves as the North Bay Regional Rep at Branson High School as well as volunteering bi-weekly at school. In addition, she has served as the Treasurer at Mark Day school, Team Manager for St. Anthony’s CYO and Next Play AAU basketball teams. She also enjoys volunteering at local food banks.
Penny currently resides in Novato, CA with her husband, Jason and son Ming. In her spare time, Penny enjoys various fitness classes, running the Dip Sea with her family as well as boating, skiing and taking her Aussie for long walks.
- CERTIFIED FINANCIAL PLANNER ®
- University of Southern California B.S. – Business Administration
- Financial Industry Regulatory Authority (FINRA) Series 7, 24, 63, 64 held through LPL Financial
- Financial Consultant since 1986
CA Insurance License #0A34454