Biography
I’m a personal finance expert, author, speaker, and fee-only (“commission-free”) financial planner based in Silicon Valley, CA.
Industry Expertise (1)
Financial Services
Areas of Expertise (4)
Women and Money
Building Wealth
Personal Finance
Retirement Planning
Education (6)
University of California, Santa Cruz: Certificate, Personal Financial Planning, CFP Coursework 2009
Landmark Education: 2009
Santa Clara University - Leavey School of Business: MBA, Finance 2011
Santa Clara University: B.S., Economics 1999
Santa Clara University: Bachelor of Science, Economics 1998
Santa Clara University: MBA, Finance 2011
Affiliations (5)
- National Association of Women Business Owners Board member
- Member
- Landmark Education
- Independence High School Leadership and Presentation Skills Training
- Academy of Finance
Links (3)
Availability
- Keynote
- Panelist
- Workshop Leader
Fees
0 to 5000
*Will consider certain engagements for no fee
Social