I am a CFP®, AAMS®, CRPC®, founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning firm whose mission is to teach individuals and couples the art of managing their money the fun and simple way.
After years of working in the corporate world of financial planning, I realized I wanted to work with clients the same way I talk about money with my friends–in a fun, personal, compassionate, relatable and nonjudgmental way. That is why I created Financially Wise, Inc. in 2013 as a financial planning firm with services ranging from fee-only financial planning, online money courses, financial wellness workshops, speaking engagements and brand partnerships.
I’ve become a well-known financial expert and a go-to resource for national media outlets. I’ve been featured on CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s World, Financial Planning, Investment News, Registered Rep magazine and many more. I’m also a coveted speaker and host, and love spreading my wisdom about finance, entrepreneurship and smart investing to more individuals.
I was ranked as the 6th INVESTOPEDIA Top Influential Financial Advisors in 2017 and was elected as one of the 22 "Women To Watch" by InvestmentNews in 2018.
Additionally, I am a Chase Financial Education Ambassador, a role in which I continue my efforts of spreading financial literacy to the masses through media interviews, events and social media campaigns. I’m also a CFP® Pro spokeswoman in the CFP Board Center for Financial Planning campaign to educate more minorities about the career of financial planning and a mentor on Entrepreneurs Ask A Mentor platform.
But more than that, I am just like you. I’ve been where you are now, and I’ve made it to the other side and now live a wealthy life that most dream of. I make six figures doing work I love, have an incredible team of smart savvy people I get to work with, amazing clients and corporate partners, work less than 40 hours a week and enjoy my money so much. I have so much love in my life, am healthy and have so many adventures with my large network of family and friends. All of this is what I define as wealthy. And I want to empower you about your money so you can create the same for your life. It doesn’t matter how much money you have or don’t have, in fact some of the wealthiest people in the world still feel poor, it’s about defining what wealth means to you and implementing the best strategies and solutions with you money to help you use your money to live a wealthy life.
I want to to inspire you to use your money to live your dream life. I won’t talk down to you or make you feel stupid, afraid or ashamed of your money past. Instead, I’ll walk you through the 5 things I did to create massive money breakthroughs so you can do the same in your own life and begin a whole new wealth trajectory for yourself.
