Many Gen X & Y individuals are dragged down by debt or hampered by poor education regarding money management. Furthermore, the traditional system of financial planning and advice is for older, "High Net Worth" folks with substantial savings. This has resulted in wealth accruing primarily for privileged households and not historically disadvantaged people.Billfold Budget Counseling aims to buck this trend by providing financial coaching and advisory services on a sliding scale for folks… Show more Many Gen X & Y individuals are dragged down by debt or hampered by poor education regarding money management. Furthermore, the traditional system of financial planning and advice is for older, "High Net Worth" folks with substantial savings. This has resulted in wealth accruing primarily for privileged households and not historically disadvantaged people.Billfold Budget Counseling aims to buck this trend by providing financial coaching and advisory services on a sliding scale for folks who have noticeable cash flow burdens but don't have the assets to work with a traditional advisor. Show less

Worked together with the lead advisor to develop financial plans for client's retirement, cash flow, and other complex financial concerns.

Responsible for client meeting scheduling and preparation, preliminary steps in financial planning, and following up with clients to ensure implementation of financial plan and investment strategies.

Assisted the community college's Speech and Debate Team coach by providing supplementary coaching and research assistance for students.

Tutored middle school students from several schools in the San Fernando Valley in all subjects (with a focus on math) as part of a grant program to help more at-risk youth to get into college.