Esther brings over a decade of experience in financial services, with deep capability in client service, operations, and practice management within wealth advisory environments.
In 2018, Esther transitioned from her role as Training and Marketing Manager at Equitable Advisors to join her husband, Timothy, in his wealth management practice, where she oversees Client Services and Operations. In this role, she ensures a highly personalized, efficient, and detail-oriented client experience. Known for her thoughtful approach and commitment to excellence, Esther plays an integral role in stewarding the firm’s client relationships.
She holds FINRA Series 7 and Series 66 licenses, as well as a California Life, Accident, and Health insurance license. Esther earned her Bachelor of Arts degrees in English and Psychology from the University of California, Irvine.
Esther and Timothy reside in San Clemente with their dog, Etta James. Outside of her professional responsibilities, she enjoys reading, woodburning, and cooking, and draws on her background as a former yoga instructor to maintain balance and well-being.
Education
- B.A. English – University of California, Irvine
- B.A. Psychology – University of California, Irvine
Licenses
- FINRA Securities License: Series 7, Series 66
- State Insurance License: CA Insurance Lic. #0H32950