Throughout my career I have been inspired most by my daughter and my personal experiences as a woman, which is the reason I specialize in financial strategies that meet the specific needs of women in today’s world.
My degrees in Business Management and Asian Studies provide me with specialized international experience and insight on global influences in finance. Coupled with my training in securities, insurance and investment strategies, I believe I have a truly comprehensive perspective.
My unique holistic approach combines traditional and Socially Responsible Investment strategies to help clients enhance their financial life with solutions in alignment with their values.
Depending on your needs, I can introduce you to some ways to help protect your lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company. In addition, I am licensed to sell securities and provide investment strategies through Nylife Securities (Member FINRA/SIPC).
Of course, my background isn't really the one that matters. In order to best help my clients, I've found that getting to know your hopes, dreams and goals for the future is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.