My mission is to help you achieve the same sense of financial empowerment I felt when I took control over my financial life.
I will partner with you to work through the financial stressors in your life. I believe that education is empowering, so I will be your partner to help you understand the financial challenges you face in your life so we can make an informed decision together. I will not be a “Big Brother” figure to you, watching every dime in your budget. But I will help you gain control over your finances, feel like you have some financial breathing room, and ensure you are making smart decisions with your money.
After graduating from UCLA with a degree in Economics, I was unprepared to manage my own personal financial life. Credit Scores, Emergency Funds, and 401(k)s were all foreign concepts to me and I felt overwhelmed. When I started learning how to best manage my own personal finances, I was hooked. I knew I found my professional calling and personal mission. At the time, I was working for one of the largest institutional investment firms in the world and I took it upon myself to prepare myself for a successful career in personal finance.
I earned my CFP® (Certified Financial Planner™) designation in 2009 to learn the fundamental skills of comprehensive financial planning, covering the topics of Insurance, Investments, Estate Planning, Education Planning, Cash Flow Management, and Retirement Planning. I then worked for a variety of private wealth management firms to cut my teeth in client service and the soft skills of financial planning. Next, I earned my MBA from the University of Michigan - Ross School of Business (graduating with High Distinction) to learn how to run a successful business and scale financial planning.
I launched Ballast Point Financial Planning to be your accountability partner in achieving your financial goals and dreams.