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.
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.
A Tale for the Time Being by Ruth Ozeki.
Spending my summers working on public health projects in Latin America.
“Compassion is the radicalism of our time.” —Dalai Lama XIV
Lexi is a well-rounded and amiable child and exhibits enthusiasm for learning. Unfortunately, sometimes her exuberance in class can be distracting to others.
If we made women’s unique strengths, concerns, and preferences the financial norm, what would we see?
Learn to invest like a woman.
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