My goal is to empower, educate and engage people, especially women around their money/financial issues as they go through life transitions such as divorce, widowhood, and retirement. I am a fee-based CERTIFIED FINANCIAL PLANNER™ practitioner and California Registered Investment Advisor. I also hold the specialized designations of Certified Divorce Financial Analyst™ and Accredited Wealth Management Advisor™. My areas of specialty include comprehensive financial planning, divorce financial planning, planning for women, investment management, and charitable giving strategies. What that means to my clients is that I help them make smart financial decisions that will help them ...
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Top Connections view all

Terri Kelly
Alicia Henderson
Laura Wallis
Xixi Cheng
Nicole K.  Lundy
Gay Edelman
A. Elia

Services / Products view all

  • Financial Planning
  • Planning for Women
  • Divorce Financial Planning

Industry Categories

  • Financial Services
  • Investment Management
  • Philanthropy

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