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!
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.
•Series 7, 66, 24 •Life and Health Agent - California •Certified Financial Planner
•California State University, Northridge •UC Irvine •California Lutheran University
The participating adviser paid no more than $1,000 to be listed on the Purse Strings website. Purse Strings is not a client of the participating adviser. While Purse Strings maintains a listing process, it has a financial incentive to list as many financial professionals as possible to maximize its revenue.