I began my career as a portfolio manager at a commercial bank in my native Peru before earning my MBA from the University of California, Irvine. I later held roles in the United States as a commercial real estate portfolio manager and underwriter, where I originated and managed complex transactions and oversaw the disposition of real estate assets on behalf of financial institutions.

Over the course of more than 20 years working through multiple financial and real estate cycles, I developed a disciplined approach to risk assessment, asset oversight, and thoughtful decision-making.

I transitioned into fiduciary services to apply this experience in a more personal and meaningful way—supporting individuals and families during times that require both careful financial management and trusted guidance.

My approach is grounded in integrity, discretion, and accountability. I work closely with clients, families, and their professional advisors to ensure that financial matters are handled with care and aligned with each client’s best interests. I am also committed to serving Spanish-speaking families, providing clear communication and culturally informed support when it matters most.