Business Hours
M-F 8:30am-5pm, Sa-Su Closed
Services
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management
Listed In: Financial Planning Consultants, Investment Services Firms
I’ve seen firsthand the transformative power of financial planning; as the child of an immigrant mother, I deeply understand the value of not only learning about personal finance but also sharing that knowledge with others. That’s what’s led to my personal mission of educating and empowering people… I’ve seen firsthand the transformative power of financial planning; as the child of an immigrant mother, I deeply understand the value of not only learning about personal finance but also sharing that knowledge with others. That’s what’s led to my personal mission of educating and empowering people throughout their financial journeys. Through it all, I believe in keeping life simple, focusing on what really matters and letting the rest go. Outside work, you’ll probably find me traveling or hitting the tennis court! EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients. Read more