Growing up as the eldest daughter of immigrants, I saw my parents work hard but still struggle with living paycheck to paycheck. Like many working immigrants, my parents were overworked and underpaid all while taking care of their family. It was my mother's desire to attain financial freedom, that led her to strive to be more financially literate and eventually, when the opportunity was presented to her, she left her 15 year career as a dentist to pursue her professional licenses in the financial field.
Inspired by my mother's drive and passion, I decided to pursue a career in finance at the age of 18. Since then, I have gotten my professional licenses, connected with a major financial services provider, trained with incredible mentors and (alongside my mother) built a brokerage that continues to expand throughout the U.S.
Our crusade is to help people just like us, those who have been mistreated, misinformed and neglected by the system. By providing financial education and services, we have helped hundreds of families create brighter financial futures for themselves. We also open our doors to help train and develop others who want to get into the financial industry and get into business for themselves.
Inspired by my mother's drive and passion, I decided to pursue a career in finance at the age of 18. Since then, I have gotten my professional licenses, connected with a major financial services provider, trained with incredible mentors and (alongside my mother) built a brokerage that continues to expand throughout the U.S.
Our crusade is to help people just like us, those who have been mistreated, misinformed and neglected by the system. By providing financial education and services, we have helped hundreds of families create brighter financial futures for themselves. We also open our doors to help train and develop others who want to get into the financial industry and get into business for themselves.
We work with each client to create a customized FINANCIAL NEEDS ANALYSIS (FNA). This analysis serves as a guide to review where you are currently in your financial journey and help you strategize a sustainable financial game plan on how you can reach your goals. Our financial coaches can help you shift your perspective, on money and personal finance. We specialize in creating an approach that is designed to address your individual situation.
We work with each client to create a customized FINANCIAL NEEDS ANALYSIS (FNA). This analysis serves as a guide to review where you are currently in your financial journey and help you strategize a sustainable financial game plan on how you can reach your goals. Our financial coaches can help you shift your perspective, on money and personal finance. We specialize in creating an approach that is designed to address your individual situation.
