Insurance Strategies, Business Owners, College Funding Strategies, Charitable Giving, Retirement Income Planning, Group Benefits, Risk Management Strategies, Retirement Strategies, Financial Education
As a financial services professional, I am passionate about providing you with the resources and guidance you need to make sound financial decisions and help make your financial future as successful as possible.
Whether your goals include preparing for milestone life events like retirement or sending your children to college, we strive to offer a new level of attention and insight, so you feel confident about your financial future. We specialize in reviewing insurance policies including: life, disability income and long-term care protection, to ensure the level of coverage is appropriate to meet your family’s needs.
I have extensive experience in human resources and have my Senior Professional in Human Resources (SPHR) and Society for Human Resource Management-Senior Certified Professional (SHRM-SCP) certifications. I specialize in educating clients on their total compensation packages and employee benefit plans and helping clients navigate their careers during open enrollment and career changes. At Girls Just Gotta Have Funds, I am joined by wealth managers, Sarah Kim and Leslie Pettinelli. Sarah is a Certified Financial Planner Professional (CFP), and Leslie is certified in long-term care specialist (CLTC). Together, we offer total financial educational workshops and a wide array of financial services to individuals and business owners.
I have lived in many parts of the San Francisco Bay Area and currently live in Concord with my college-aged daughter. My hobbies include furniture restoration, traveling, gardening, cooking, and hiking with my three dogs. Our two favorite travel destinations are Spain and Italy and I look forward to returning soon.
Domiciled in California, CA Insurance License Number 4096729.
Girls Just Gotta to Have Funds is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
Contact me at: 925-979-2315
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My hobbies include furniture restoration, traveling, gardening, cooking, and hiking with my three dogs. Our two favorite travel destinations are Spain and Italy. I look forward to returning soon.
Girls Just Gotta to Have Funds is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. MassMutual refers to Massachusetts Mutual Life Insurance Company.