I became a Financial Advisor in order to pursue my passion for helping clients and their families make intelligent, informed and healthy financial and life planning decisions to achieve their financial goals. I bring more than 30 years of experience in financial services, management consulting and non-profit work to the relationships I build with my clients. I will listen to you and work to understand your unique financial situation and lifestyle. As an independent, CERTIFIED FINANCIAL PLANNER™, my goal is to provide you with personalized wealth management and planning strategies that bring you comfort and clarity as you plan for and meet life's transitions.Reaching financial freedom starts with having the knowledge, understanding, and resources to make informed decisions. My hope is to empower you with a comprehensive financial plan and to develop a lifelong relationship where we revisit, refine, and refocus your plan along the way.As a resident of the San Francisco Bay Area for over 25 years, I live in Danville with my family. I love spending time with my three children, practicing yoga, and playing tennis and golf. I also enjoy oil painting, playing the piano and gardening. ***Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Protected Investors of America are not affiliated.