My mission is to bring personal financial planning to everyone. Personal financial planning education benefits everyone. The financial advising industry is often confusing and too expensive for most people to afford the critical information they need to gain mastery and control over the financial outcomes in life.
I have over 20 years experience in financial services. In addition to completing the executive certificate in personal financial planning program at UC Berkeley extension and passing the exam to practice as a Certified Financial Planner ™ I have a M.Ed. in counseling. The combination of counseling and financial services enables me to bring a broad set of skills to my clients.
NovoEd
Embark on a journey towards financial freedom with 'The Zen of Saving'. This comprehensive online course offers practical advice and techniques to help you master the basics of personal finance management. In just 1-2 hours per week, you'll learn how to optimize your cash flow, enhance your saving habits, and take control of your financial future.