I am an independent business owner and CERTIFIED FINANCIAL PLANNER who offers accessible and objective financial advice to individuals and families. I have the greatest impact on clients in their 20s and 30s because financial decisions and habits, created now, will shape their life’s journey.
Previously, I was a consultant and contributing writer for SaveUp, a free rewards program that encouraged healthy financial decisions. I worked at Rhodes & Fletcher, LLC as a Personal Benefits Specialist and at the firms of Bernstein Global Wealth Management and Barclay’s Global Investors. As a Financial Planning Association member, I served as the liaison to the City of San Francisco’s Smart Money Network.
I have also committed volunteer efforts to Chartwell School for dyslexic children as a member of its board of trustees. I have a bachelors degree in communication studies from UCLA where I was a scholarship athlete and captain of the women’s tennis team. After graduating, I coached tennis in Hong Kong and Northern Ireland. These days, I enjoy making up silly songs for my young twins and husband’s entertainment too! You can learn more about my approach to financial planning on my process page.