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)
Santa Clara University: B.S., Economics 1999
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: Bachelor of Science, Economics 1998
Santa Clara University: MBA, Finance 2011
Affiliations (5)
- Landmark Education
- Independence High School Leadership and Presentation Skills Training
- Academy of Finance
- National Association of Women Business Owners Board member
- Member
Links (3)
Availability
- Keynote
- Panelist
- Workshop Leader
Fees
0 to 5000
*Will consider certain engagements for no fee
Social