Business Description:
As a first-generation immigrant, I understand the struggles of starting over, making sure that your family is taken care of and working hard to achieve the American dream. That is why I decided to become a financial advisor. I believe that financial education is the key to financial independence and building generational wealth.
At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We can develop a solutions-based approach tailored to your individual goals and provide exceptional service. Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, building generational wealth or something else? I can help you prioritize your needs and define your goals.
I have 15 years' experience in financial services and a bachelor's in business management with a finance and economics specialty. Prior to Edward Jones, I helped people achieve the dream of home ownership through goal setting, budgeting, planning, understanding and making empowered choices.
I am originally from London, England, and have lived in sunny San Diego for nine years. I love traveling and have been to over 40 countries. I also enjoy hiking with my dog, planning events and hosting an international supper club. I am passionate about people and giving back to the community and do this through running an Empowered Women's group and participating with local Veteran and charity organizations.
If you would like to be supported on your path to financial freedom and building generational wealth, let's connect.