Making Your Future a Success

My passion for finance was ignited early on by the example of two powerful women—my mother and grandmother—who built their own financial independence. Inspired by their journey, I’ve made it my mission to empower other women to take control of their financial futures.

After earning my degree from UCLA, I spent eight years working in the financial industry, starting as a financial advisor and progressing to complex manager roles in New York and New Jersey. I previously held multiple certifications, including Series 7, 66, 9, 10, 24, and the Chartered Retirement Planning Counselor designation. My experience on Wall Street showed me how male-dominated the financial sector is, and it fueled my desire to bridge the gap for women seeking financial guidance.

As a mother of two, I understand the unique financial challenges women face through different stages of life—whether starting a career, managing a family, navigating major life changes, or preparing for retirement. I’m committed to helping women gain the confidence and knowledge to achieve financial independence.

When I’m not coaching clients, you’ll find me outdoors with my family, running, dancing, and staying active.

I provide personalized guidance and support through various stages of life. Whether you're planning for retirement, saving for college, navigating life changes, budgeting, investing for your future goals, managing debt, or dealing with the loss of a loved one, I am here to help you achieve financial clarity and confidence. 

While I do not manage investment portfolios, I collaborate with a trusted network of experts—strong, independent women in their fields—who can assist with specialized services. Together, we ensure you have access to the resources and expertise needed to reach your financial goals.

I offer complimentary consultations to discuss whether my services align with your current or future needs, and I also host educational seminars both in person and virtually via Zoom. I look forward to partnering with you on your journey to financial independence.