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.
Learn to manage investments, cut fees, boost cash flow, and leverage your pension and union benefits (CalSTRS, UCRP, MPIHP expertise here).
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. My expertise is in planning for retirement cash flow with a pension, optimizing your small business, and building systems for easy implementation and monitoring. I am also certified in digital assets (DACFP).
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.