Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Retirement Income Planning, Retirement Strategies, Insurance Strategies, College Funding Strategies, Estate Planning, Financial Education, Student Loan Refinancing
English
I am dedicated to making a difference in people’s lives. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
MM202611-311872
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Berkeley City College (2019-2021) California Polytechnic State University, San Luis Obispo (2021-2023)
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