Now, years later, not only am I in the industry to stay, my career vision is clearer than ever. I am a CERTIFIED FINANCIAL PLANNING® candidate and an educationally-driven planning analyst who is excited to connect with other professional members inside and out of my work community.Our clients are like my family, and working for non-traditional families in a nuclear family world is one of my passions.
As I travel through life with people, as a friend, coach, and partner, I feel we are creating these dynamic relationships and simultaneously shaping lives. It’s both powerful and rewarding; It’s why I absolutely love what I do. In my free time, I enjoy reading, writing, hiking, traveling and gardening.
Affiliations: Fee-Only Planning
Areas of Expertise: Transition Planning
Education: Bachelor of Science degree in Business Administration, California State University Fresno, Class of 2013. Magna cum Laude.
Memberships: FPA National, FPA Central California, Fresno County Chamber of Commerce
Leadership: President-Elect of the Board, Financial Planning Association, Central California, California Notary Public
Most effective saving tip:
Instead of spending a dollar before you have it, save one instead. Automatic saving is key!
Most important accomplishment:
Being the first member of my family to graduate from college
My greatest extravagance (under $100):
A Super Nintendo I found on eBay. It is easily the best (and most spontaneous) purchase I’ve made in the past few years.
My favorite things:
Old books with that rich, earthy smell
My favorite destination:
Travel the coast of Italy.
We hold ourselves accountable for pursuing the highest standards
We listen and keep an open mind
We build powerful relationships by working towards common goals
We make decisions with future generations in mind
We work directly for our clients and put client’s interests first
We learn and teach continuously