Owner and CERTIFIED FINANCIAL PLANNER™ Professional
I started Planning Within Reach to provide practical financial advice to working professionals and families with children.
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 ten 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.
My process begins with a simple, free phone consultation. I don’t judge. I understand that sharing personal finances is personal. I treat all my clients with discretion, confidentiality and trust. My passion is guiding people toward smart decisions and a life free from financial anxiety.
I have volunteered with Operation Homefront, Navy-Marine Corps Relief Society and the Wounded Warriors and enjoy gardening and hiking with my family.
I hope to work with you.