Financial Advisor, CFP®
We Financial Group
Petting dogs & talking money.
A Certified Financial Planner (CFP®) from the Bay Area, I’ve dedicated my career to financial services—but it wasn’t always an obvious path. Growing up, I was taught that women weren’t naturally good with numbers. Through education and determination, I discovered that financial literacy isn’t a fixed trait but a skill you can develop and strengthen, just like a muscle. I’m passionate about breaking down barriers and showing others that anyone can master their financial future. After running my own independent firm for three years, I gained invaluable experience building something from the ground up—insights I now bring to helping clients navigate their own journeys. What drives me is the powerful combination of empathy and strategy that great financial advising requires. Every plan tells a story, and I love understanding not just the numbers, but the dreams and values behind them. My approach centers on building lasting relationships based on trust and clear communication, empowering clients to make confident decisions about their financial futures.
Experience
7 years
Firm Size
small
Firm
We Financial Group
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Profile last updated: 01/29/2026
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