After spending most of my career in corporate finance for several San Francisco companies, I transitioned to personal financial planning. I passed the CFP exam in Nov. 2014. I worked with a senior planner in the SF Bay Area for 3 1/2 years prior to starting my own firm as a solo practitioner.
I decided to start Envision Financial Planning as a way for individuals and families to imagine future possibilities and work towards achieving their life goals based on their priorities and values. I am a fee-only personal financial planner located in San Francisco and a registered RIA in the State of CA.
My hobbies include travel, hiking, motorcycle riding and various volunteer activities.