Making money is hard; spending it is easy; saving it is tough; investing it is tricky; giving it is fulfilling.
I love financial planning for three reasons: I love talking to people, I love helping others with financial education, and I love solving puzzles!
I first got interested in financial planning at a young age and working full time with zero expenses. I realized that I had no idea what to do with my money! I talked to an advisor and I was hooked. A few months later I decided to go to California Baptist University to earn a Bachelor of Science in Finance with a concentration in Financial Planning.
When I’m outside of the office you can find me spending time with my family, learning anything I can through reading, or hiking around Southern California.
Bucket List: Explore Europe with my family and friends.
More Photos:
