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 started my journey into financial planning after having watched my parents navigate our families financials through the 2008/2009 financial 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. From this moment, I knew I want to help individuals understand their finances and how to take control of their financial future.
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 “Newlyweds”, “Young Professionals” and “Those in Debt”. My goal is to help them reach their financial goals with the resources they have.
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 of 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. 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 friend’s 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
Physical Location: San Diego, CA
This past year in visuals!