On discovering the personal financial planning profession in 2008, I knew immediately that I had found my own personal calling and launched into a career transition.
Before becoming a financial planner, I devoted more than 20 years to financial management in the nonprofit sector, where I brought the budgets, spending and investments of nonprofit organizations into alignment with their vision and goals. Still, I missed working directly with people. On discovering the personal financial planning profession in 2008, I knew immediately that I had found my own personal calling and launched into a career transition.
Prior to joining The Humphreys Group, I was a financial paraplanner with Barbara Gault, CFP®, a veteran fee-only financial planner in San Francisco.
I have provided pro bono services to nonprofit organizations like Shalom Bayit Center for Domestic Violence Prevention. As an active member of the Financial Planning Association, I volunteer as a financial counselor for Financial Planning Days and Casa de las Madres.
Credentials & Education
- CERTIFIED FINANCIAL PLANNER® Professional
- Graduate Certificate, Financial Planning, Golden Gate University
- Master’s Nonprofit Administration, University of San Francisco
- BS, University of California, Davis