Financial Planner, Founder
CurrentCapitalWe is a fee-only fiduciary attempting to make financial planning, and the concepts of financial literacy available to everyone.I founded CapitalWe to provide financial guidance and support to immigrants like me, who come to the USA to work in the tech industry - an industry that offers many financial opportunities but comes with significant challenges and complexity. I believe that women in tech need to focus on both career and financial opportunities. I provide financial guidance, yes, but just as important, also a connection to a broader community of professionals who can help you succeed in the industry. When you work with me, you have 24/7 secure access to our work online, we focus on the issues particularly of concern to you (ex.stock compensation, salary negotiation, savings goals), we hold you accountable to the strategy we create together, and you'll become knowledgeable and prepared enough to confidently make decisions for yourself and your career.CapitalWe is a virtual, fee-only financial planning firm, a Registered Investment Advisor in the states of Virginia, Texas and California. We serve clients everywhere.