I started my career in video and media, leading talented production teams for various video brands for 20 years. Over time, I became drawn to helping people gain control over their money and eventually made a career switch to financial planning. Why I Joined Abundo I'm thrilled to be part of the Abundo team where we're dedicated to helping people who may not have experienced high-quality financial advice in the past carve out their unique path to financial freedom. I'm a firm believer in our Advice-Only approach and see it as the future of financial advice. Planning Specialties Budgeting Charitable Giving Retirement Planning Working with women, freelancers, and widows Favorite Advice Automation is a superpower. Finding ways to automate your finances, from paying bills to saving and investing, will not only help you build wealth, but also reduce stress that might come with managing money. "Setting and forgetting" part of your finances allows you to focus on the things you love and enjoy. Professional Designations, Awards, and Accomplishments CERTIFIED FINANCIAL PLANNER™ (CFP®) Series 65 License B.A., Communications and Media Arts SFFD NERT Volunteer & Presidio Trail Steward Recent Blog Post How Fees Have a Huge Impact on Your Savings Fun Facts About Me When I'm not helping clients, you might find me enjoying the beautiful Tunnel Tops Park in the Presidio of San Francisco, leading neighborhood clean-ups, or planning my next travel adventure. During tax time, I volunteer with the VITA program, providing free tax preparation to low-income families.