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 work with young professionals, individuals and families and help them reach their financial goals with the resources they have. I strongly believe that fee-only financial planning is the best option for unbiased financial advice and counseling.
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.