About the Company

Most people spend more time planning their next vacation than their financial future. I help my clients prepare for their short- and long-term needs and hopefully earn "rising income" while in retirement. With a Master of Science in financial analysis from University of San Francisco and as a CERTIFIED FINANCIAL PLANNER® professional, I combine a passion of lifelong learning with the ability to understand the challenges that face investors up to and through retirement in Silicon Valley.

Industry Sector

WealthTech