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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge Investment Research, Inc., and Financial Moxie are not affiliated.
My passion is to help others balance their health, wealth, and self. We can only control what we eat, how active we are, and what we spend especially in a world with so much uncertainty. Building self confidence in what we can control empowers us to see opportunities otherwise often overlooked during our daily lives. No question is ever too insignificant, and planning is not about how much money is saved in retirement; it is about what life decisions are made along the way. Having a plan is great, however real time financial planning supported by a diverse team of specialists who care makes it achievable!
I became a financial planner the year prior to the 2008 economic recession. Some might consider this bad timing, but I consider it perfect timing because it prepared me for the uncertainties yet to come. It sounds crazy, but I can honestly say I have never experienced normal financial markets. After the 2008 recession, I even thought about leaving the industry to teach full-time. However, a wise professor challenged me to use my skills to make a difference. Finding a better way to empower others is what drives me to continuously learn, some of my best lessons are from my clients’ very own experiences. I have learned that no matter how much industry knowledge I have, listening to every clients’ needs and personal journey is more important. I thrive on getting to the heart of a challenge by providing the necessary resources to effect meaningful change in my clients’ lives. Therefore, collaborating with other specialists not necessarily financially centric makes sense. This is my “Y” story for creating our Moxie® Bootcamp! For more information see moxiebootcamp.com.
I have a bachelor’s degree from University of California, Irvine, and a master’s degree in business administration from California State University, Northridge. I also received my CFP® / CERTIFIED FINANCIAL PLANNERTM certificate from California Lutheran University. Since completing CFP®, I have added an additional designation Certified Divorce Analyst/CDFA®. For more information about divorce planning please checkout Divorcemoxie.com. I am also the President of the Financial Planning Association, Ventura Chapter, and a trusted advisor for Provisors, Echelon Business Development Network, The W Source, and Purse Strings. Lastly, I hold the following licenses, FINRA Series 7, 66, 24 and California insurance #0G99103.
141 Deusenberg Drive
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