True wealth management planning strategies are not only about your investments but also evaluating your family’s overall financial health. A well devised plan can highlight where you currently stand, review strategies in place to preserve your assets, increase your overall wealth, create a retirement income stream, and potentially alleviate tax liabilities. This is not a one-time event but rather an ongoing process as your life evolves. I am here to guide you as you navigate through the changes, and more importantly the uncertainties in life and how they relate to your family’s finances and goals; not only today, but into the future generation as well. If this is the type of relationship and guidance you have been looking for, I encourage you to contact me.
Like many decisions I have made in my life, I am here because of my father. As I child we use to scour The Financial Times together to see how his stocks fared for the day. As a young adult, I struggled briefly to understand money and decided to get educated quickly and have been on a mission to help people perfect their financial lives. Times have changed from the way my father managed his finances. One thing that has not changed is my mission to evolve and hence why I became a CERTIFIED FINANCIAL PLANNER® having successfully completed a rigorous financial planning course at NYU and passing the 6 hour comprehensive CFP® certification exam. CFP® professionals commit to act as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice. They also commit to upholding CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct and* Financial Planning Practice Standards.* My other passion in life is that I am always looking to feed the hungry and heal the sick and do so by supporting World Central Kitchen, Human Appeal and Doctors Without Borders among various other charities. My family is my life and collectively we are devoted to athletics, my husband and I played soccer in our youth and now we weight lift together. Our sons Adam and Noah played Division 1 football and our daughter Olivia competes on a travel soccer team. I am elated that Adam decided to join forces with me at Merrill as a Financial Solutions Advisor in 2023.
I gave a talk about financial planning specific to women's needs, discussed common challenges and how to overcome them and the benefits of having a financial plan as a road map to meet and exceed one'...
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
