I am a certified financial advisor and planner for professionals, leaders, and small business owners.
Born into a family business, I received many mixed money messages while growing up. I learned that:
If you have achieved success and wealth, but have financial questions, I can partner with you to:
As a fee-only fiduciary, I do not sell or receive commissions on any products such as insurance policies or investment funds. I work solely in your best interests.
My Professional Credentials
- CERTIFIED FINANCIAL PLANNER Learn more
- Certified Grief Recovery Specialist Learn more
- Member of National Association of Personal Financial Planners (NAPFA)
- Member of (Gen) XY Planning Network Learn more
- Member of Motivational Interviewing Network of Trainers Learn more
- Member of Collaborative Practice Learn more
- Practitioner of Non-Violent Communication / Mediator
My Experience and Education
- Adjunct Professor, Golden Gate University
- UC Berkeley Undergrad & MBA from Yale School of Management
- Senior Director of Finance at a Public Semiconductor Company
- Leadership/management positions at two Fortune 50 companies