CERTIFIED FINANCIAL PLANNER™ Professional
I joined Planning Within Reach in February 2017 as a Financial Planner. Previously I worked for a financial services tech start-up and a boutique wealth management firm. I have six years of experience in the financial services industry.
I enjoy teaching clients about their finances to help them gain a better understanding of what they have and where they are going. I specialize in working with “Young Professionals”, “Newly Weds” and “Those in Debt”. My goal is to help them reach their financial goals with the resources they have.
Young professionals today, I believe, are some of the most financially educated. Having watched my parents navigate our families financials through the 2009 crisis, I learned quickly that money doesn’t just grow on a tree in the backyard and it certainly, at any time, can become scarce. Young professionals, wether in debt or not have their own obstacles with money and need good guidance on deciding what are the best choices for them.
Newly Weds have tough financial decisions to make. Who is going to pay the bills? Do we keep our money separate or combine? Are we now supposed to have a say in how each other spends their money? All these questions, I believe are best answered by having a 3rd party take the emotional side out of it. Over 50% of all couples now divorce because of money issues. If they had someone to coach them through these tough discussions early on I think the outcome of these relationships would change.
I graduated from San Diego State University (SDSU) with a Bachelor of Science in Business Administration, specialization in Financial Services. I am an active member in the National Association of Personal Financial Advisors (NAPFA), the San Diego Financial Planning Association (FPA) and the San Diego Financial Advisors Network (SDFAN). I am licensed to use the CERTIFIED FINANCIAL PLANNER™ and CFP® marks by the Certified Financial Planner Board of Standards.
I grew up in San Jose, the Silicon Valley, and moved to San Diego to attend SDSU. After college I decided to stay here because I fell in love with the city of San Diego and have decided to make this my “forever home”. My boyfriend and I live in the Bankers Hill area and thoroughly enjoy the ability to walk to Little Italy and Balboa Park in our free time. For fun, I enjoy working out, dog sitting my friends furry pups and anything involving cheese and bread.
I look forward to meeting you.
Schedule a FREE Initial Call with me
Email Me: firstname.lastname@example.org
Call Me: (619) 567-9306 x2