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 CERTIFIED FINANCIAL PLANNER™ practitioner and fee-based California Registered Investment Advisor based in Palm Desert, CA . I also hold the specialized designations of Certified Divorce Financial Analyst™ and Accredited Wealth Management Advisor™ . I have been in the financial services industry for over 25 years. I hold a Bachelor of Science degree in Business Administration with a major in Finance and a minor in Accounting from California State University, Los Angeles.
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 achieve their long term financial goals.
My mission is to help my clients build
and preserve wealth. I partner with my clients to help them achieve their
financial goals through financial education, proactive planning and investment
Having an in-depth understanding of my client’s needs and goals is fundamental to the way I work with them because I believe in the financial planning process. Clients may not need a written comprehensive plan, however, everyone can benefit from the financial planning process.
What makes me different is my philosophy and approach. I help my clients focus on what they can control. I also partner with my clients to help them achieve their financial goals through financial education, proactive planning and investment management.
My Practice Focus Areas:
•Divorce Financial Planning
•Planning for Women
•Charitable Giving Strategies
•Financial Planning Association
•Institute for Divorce Financial Analysts™
My charitable activities include serving
on the boards of several local non profits as well as serving on several advisory councils.