Introduction Video
About Me
I spent two decades in public education as a teacher, principal, and administrator at Los Angeles Unified School District (LAUSD). My driving force is a belief in education as a tool for empowerment. This was evident in my proudest achievement: transforming one of LAUSD’s 10 lowest-performing schools. Now, I bring that same dedication to my work as a financial planner.
I have helped clients with these employers: LAUSD, Central Coast community college, UCSC, USC, UCSB, Stanford, LADWP, San Ramon USD, Anaheim, SCCS, MUSD, Lammersville USD, SMMUSD, SBUSD, Ventura college.
I have helped clients with these pensions: CalSTRS, CalPERS, MPIHP, UCRP.
Mission Statement
My goal is to provide high-quality financial planning, education, and on-going support to people who are want to learn to be their own CFOs.
Why I Became an Advisor
My personal path to financial independence, including navigating the complexities of CalSTRS and MPIHP pensions, has given me a unique perspective and deep understanding of these systems. In our late 40s, my husband and I left our traditional careers for a new adventure in Mammoth Lakes. I now dedicate my encore career to helping others achieve the same freedom, empowerment, and security to live their dreams.