As a CERTIFIED FINANCIAL PLANNER™professional, I work with clients to help simplify complex issues, make clear recommendations, spell out options, and ease decision-making.
I provide financial advice to individuals, employees, and business owners with a focus on private companies and wealth created in technology companies. I take an educational approach to help my clients navigate their concentrated stock positions and company compensation structure, striving to maximize their wealth creation opportunities
Working with my clients as a generational wealth planner, I take a sophisticated yet understandable investment approach that is risk-managed, disciplined, and is tied to each client’s needs stated in their plan. We work together to plan for all types of life events and financial goals such as starting a family business, getting married, passing wealth to children or grandchildren, caring for aging parents, or giving back to the community.
I spend my time enjoying mom life. My husband and I enjoy traveling with our young children, cooking as a family, and yoga. We love getting outdoors and exploring with our family.
- CERTIFIED FINANCIAL PLANNER™professional
- Series 7, 63 and 65 securities registrations
- Life and Health Insurance License CA Insurance License# 0I52371
- Masters of Business Administration, Finance
- Certificate in Retirement Planning from the Wharton School