When attending University of Southern California, I wanted a broad major that I felt like would benefit my future in multiple fields and graduated with a Bachelor of Science in Business Administration. Upon entering the workforce and receiving my student loan bills, I wanted to take more control over what I was reading and the language behind the bill.
I started taking Personal Financial Planning Courses at UCLA Extension, eventually obtaining a certificate in the topic, sitting for the CFP® exam, and passing.
With over 10 years in the industry, I’ve been exposed to numerous realms of the financial planning process and genuinely enjoy it. I am thrilled to be a member of Screaming Eagle Wealth Management and grow my knowledge base even more.
Learn More About Me
If you had a million dollars to spend, what would be the first three things you would buy?
Vacation, for sure.
What’s the most likely place people could find you on a Saturday night?
Out to dinner or learning about a niche topic that may or may not be practically useful in my life.
Which would you pick: Living on the beach or living near the mountains?
Tough call, a beach with trees and trails nearby? It’s the best of both worlds.
Imagine being approached by a genie who offers you three wishes. What might those wishes be?
Health, wealth, & contentment. It wouldn’t hurt to be the funniest person in any room, either.
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Start investing now 😊