My lifelong aspiration is to make a difference in our community. I came to financial planning after a lengthy career working for major corporations as a management consultant, strategic planner and product management professional. A point came when I needed to see the impact of my efforts on the lives of individuals more directly.
I was extremely fortunate to discover a financial planning career. It takes advantage of all that I have learned in my career and allows me to make a difference in a very direct and meaningful way. I care deeply for each of my clients and feel an enormous responsibility to help them create a path to the future that helps them pursue their goals. This enriches my life as much as it does those whom I serve.
I am so excited about this field that I volunteer my time to educate as many as I can. I volunteer for the Financial Planning Days in Oakland, providing free education to the community. I also volunteer within my profession as a committee member for the annual Financial Planning Association NorCal Conference. I was the Conference Chair in 2012. For 4 years I was the East Bay chapter co-director for the Foundation for Personal Financial Education, through which employees learned about personal finance in their workplace.
I am a third generation Californian. My great grandfather came here in the Gold Rush! California will always be home. My educational background includes a Masters' in Public Administration and a Masters' in Business Administration. I have worked in five industries as a management consultant.
Outside of work I enjoy the music of many varieties, walking in the wilderness, travel and raising dogs.
Licenses held held through LPL Financial: Series 6, 7 and 63. Series 66 held through Strategic Wealth Advisors Group, LLC. Life/Health, and Disability Insurance license, Long Term Care Partnership certifications.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017, 2018, 2019, 2020 and 2021 Five Star Wealth Managers.
The Women’s Choice Award® by WomenCertified Inc. is a recognition award for advisors who provide quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.