I launched my financial planning business in 2012 as a CERTIFIED FINANCIAL PLANNER offering accessible and objective financial advice to individuals and families. I work with clients of all types and am especially interested in partnering with those in their 20s, 30s, and 40s as these are the decades where financial decisions and habits can help shape life journeys.
As an undergraduate, I was a scholarship athlete, captain of the women’s tennis team at UCLA and graduated with a degree in communication studies. I coached tennis in Hong Kong and Northern Ireland before launching my career in financial services. I worked at Rhodes & Fletcher, LLC as a Personal Benefits Specialist and at the firms of Bernstein Global Wealth Management and BlackRock.
I served as a consultant and contributing writer for SaveUp, which was a free rewards program encouraging healthy financial decisions. I was a Financial Planning Association member and served as the liaison to the City of San Francisco’s Smart Money Network.
When I’m not helping clients build financial plans, I am often volunteering at my twin’s school or at a local pollinator habitat restoration project. I enjoy making up silly songs with my boys, exploring Central California’s hiking trails and spending time with friends and family.
You can learn more about my approach to financial planning on my process page.
