I believe investing and financial planning are for everyone, and I strive to assist people in aligning their money with their values. I am passionate about developing one-on-one relationships through the planning process as we create environmentally and socially just change at the community, national, and global levels. Assisting clients in achieving greater financial literacy and redefining their relationship with money are also priorities.Series 65, Accredited Investment Fiduciary (AIF®), CERTIFIED FINANCIAL PLANNER™; 10+ years professional nonprofit experience including program management and fundraising through membership and events; 15+ years of volunteer service to local social and cultural organizations; a lifelong student.
Listed skills include Nonprofits, Fundraising, Editing, Public Speaking, and 24 others.