I have always been drawn to the idea of helping people navigate through the confusing realm of finance, where even a small change can bring about significant benefits. For me, financial planning offers the perfect opportunity to do just that while also indulging in my passion for solving puzzles.
One aspect of my work that I particularly enjoy is listening to the journeys our clients embark on throughout their lives. It fascinates me how each person runs their life in unique ways, and every situation presents its own set of challenges. It's like having access to the same ingredients, but the outcome is so different with each client.
With my strong tax background, I take charge of managing the Tax Planning and Preparation services at Planned Solutions. I acquired my Bachelor's degree from UCSB, and further honed my skills by obtaining a Certificate of Financial Planning from the UC Davis Extension Certificate Program.
When I'm not immersed in the world of finance, I love spending quality time with my family, which includes four brothers and two sisters. Attending family events brings me great joy, but I also cherish moments spent with friends, playing golf, exploring new destinations through travel, or simply delving into a good book.