FINANCIAL PLANNER SF

When I was five years old, I began saving for college and maintaining a weekly budget of 25 cents (my allowance at the time). Since then, I've been a saver, planner, and investor... I've spent the last several years with UBS and Credit Suisse overseeing private customers' investments and personal finances. I graduated from Wake Forest University with a Bachelor's degree... I volunteer with City Hope and the San Francisco County Jail for a part of my time. I am devoted to social justice and community participation.

Primary location: San Francisco United States