16 N. Marengo Ave Suite 409Pasadena, CA 91101
Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have: setting financial goals and learning to use financial strategies that will help you pursue your objectives.
My goal as a financial professional is to help you plan for your financial goals. Whether this involves building wealth through investing, funding a child's college education, planning for a comfortable retirement, or managing your estate, I can help you develop a roadmap to pursue your goals and make informed decisions in an effort to improve your financial situation.
Women and Retirement
Jane Bond: Scaling the Ladder
Jane Bond: Infiltrating the Market
Suddenly Single: 3 Steps to Take Now
I offer a full library of resources to help boost your financial planning knowledge.
Women and Financial Strategies
When Special Care Is Needed: The Special Needs Trust
Estimate Your RMD
I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.