Who I Help
If you work in education or public service in California, you’ve probably been handed a retirement plan—and very little guidance.
I created *Your Pension Partner* for:
- LAUSD teachers and CalSTRS members
- Los Angeles County employees (LACERA)
- California public employees (CalPERS)
- Charter school educators with 403(b) plans
- Charter school educators with 403(b) plans
- School and county employees unsure what happens to their retirement when they change jobs
This is for you if retirement feels confusing
What I Do
Education-only. No investments. No pressure.
Pension walkthroughs
Understanding your pension shouldn’t feel overwhelming. My goal is to simplify the process and give you the confidence to make informed decisions about your retirement timeline and long-term financial future.
403(b) education
Your 403(b) can be one of your most powerful retirement tools—if you understand how it works. I help you break down the essentials of your plan, including fees, risk levels, growth potential, and available options.
Paycheck & stub decoding
Many educators are surprised by how much valuable information is hidden inside their paycheck and pay stub. This simple review can uncover opportunities to save more, optimise benefits, and strengthen your overall financial picture.
Insurance-based income options
If you’re looking for predictable, long-term income in retirement, insurance-based solutions can play an important role. Every recommendation is tailored to your goals and your unique retirement needs.
403(b) rollover reviews
Changing districts or retiring doesn’t mean your 403(b) should be left behind. I review your existing plan to determine whether a rollover could lower fees, improve performance, or provide better long-term security.
20+
Why Work With Me
EEAT Goals: Build credibility, personal experience, and authority
- 20+ years supporting public employees and educators
- Former LA County worker — I’ve been on your side of the paycheck
- Licensed life insurance professional in California (not securities-licensed, so I focus on clarity, not commissions)
- Known for simplifying retirement options without the investment lingo
- Committed to helping you make decisions you actually understand
This isn’t financial sales. It’s financial education — tailored for you.
Educator Learning Center
Show episode cards or previews.
403(b) Confusion? You’re not alone.
Book your free, jargon-free retirement review.