Gretchen began her career in the financial services industry in 2006. She works with clients to gain a thorough understanding of their long-term goals and objectives and then helps them implement a financial plan and investment strategy that aligns with their goals. Gretchen enjoys developing long-lasting relationships with her clients and she strives to provide helpful guidance as they travel along their financial path. The services Gretchen provides are delivered predominantly through an independent, fee-based relationship. This approach seeks to provide clients with a personalized financial planning and investment management relationship, that puts their goals and objectives ahead of Gretchen’s and those of the firm.
In 2004 Gretchen completed her BS in Business Administration with an emphasis in Finance. In 2009 she received her MBA through California State University, Los Angeles. Through LPL Financial, Gretchen maintains the following FINRA registrations: Series 7 General Securities Representative License through LPL Financial and through The Sterling Group Gretchen also maintains Series 66 Uniform Combined State Law license. Gretchen is a registered representative with, and securities are offered through, LPL Financial.
Born and raised in Pasadena, Gretchen now lives in the East Los Angeles area. Gretchen is married, and she and her husband Bill have five children between the two of them. Her interests include hiking and yoga and spending time in Joshua Tree with her husband and two dogs.