I noticed that older folks often seek professional guidance on how to best manage their money. However, many new parents and young families try to navigate the financial planning process all on their own. I’m here to help.
I am a CERTIFIED FINANCIAL PLANNER™ Professional. I earned my Master’s Degree in Financial and Tax Planning at San Diego State University and my Bachelor’s Degree in Economics at Villanova University. I earned my Enrolled Agent in 2013. I have more than eight years’ experience in the financial services industry, including service as a planner and advisor at a premier wealth management and investment firm in San Diego.
In 2011, I became a new parent. Like so many other new parents, I suddenly realized the great responsibility I’d taken on to ensure my newborn child’s future. That’s why I understand that now is the perfect time to:
- Review your insurance coverage.
- Get estate planning documents in order.
- Understand your cash flow situation.
- Make sure you’re on track for your future family life.
- Plan for retirement.
I thoroughly enjoy life in our beautiful San Diego community. I have volunteered with Operation Homefront, Navy-Marine Corps Relief Society and the Wounded Warriors through the Financial Planning Association and enjoy growing my own fruits and vegetables year-round.
I hope to work with you.