About Me
Whether it's deciphering your stock compensation, deciding what to do with your new paycheck, determining how to invest your 401(k), deciding to pay down student loans or contribute to a Roth IRA, Momentum will show you how to navigate the personal financial world. I'll help you get started on the right financial track for your future financial success.
After work, I'll be running, reading, or playing with my daughters. Or possibly nerding out on biochemistry too :)
In addition, Momentum's "Money & Marriage" program aims to help committed couples work through the challenges and financial planning opportunities that come with combining (or not combining) finances as they choose to get married (or not).
Early career professionals are very underserved by the financial planning industry, especially if you don't want someone else to manage your investments. Building your financial foundation shouldn't be so hard, and I'm here to help change that. Let's work to build your financial confidence and execute your plan together!
Mission Statement
I aim to make professional financial advice accessible to everyone regardless of their net worth. For couples I aim to transform money from a sticking point to a strong relationship foundation for their whole lives together.
Why I Became an Advisor
Just like most people, I had never taken a personal finance class when I graduated from college. After graduating from the Massachusetts Institute of Technology (MIT) with a bachelor’s degree in Chemical-Biological Engineering and Biology, I quickly discovered I needed to take control of my own personal finances (student loans, anyone?!) and realized that others also needed help determining the right financial life track.
Driven to learn more, I first researched information from books and articles online before finding and completing the UC Berkeley Extension Certificate Program in Personal Financial Planning in 2018. I also worked virtually for another fee-only firm for two years, passed the CFP® exam, and am now a CERTIFIED FINANCIAL PLANNER® professional.
I have also worked in program and product management in the tech world for a decade. Bringing both my personal finance and product expertise to the profession, I inspire young professionals and couples to get started on the right track with their finances early in their careers and relationships, before they’ve built up the money for a traditional financial planner.