
Contact Information
Mammoth Lakes, CA
Meets Virtually:
Meets In-Person:
Accepting New Clients:
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. 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.
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.
Monthly:
$175/mo
One Time Fee:
$395
*Fees are subject to change. Contact this advisor for their most up to date fees.
Educators
DIY Investors
Women
Pre-Retirees
FIRE
Budgeting
Employee Benefits
Investments
Retirement
Tax Strategies
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.