I have always been interested in money.  At age 5, I put a cooked lasagna noodle in a shoe box and charged people to view a cow tongue.  Later, I obtained a wholesale license and hired my neighborhood friends to make macramé plant hangers, which were sold to shops in Old Town.  During high school and college, I had jobs as a bookkeeper for various local companies.  I graduated from SDSU with a degree in Finance.  I  worked as a bank officer, a financial analyst, a cash manager, and financial reporting analyst for several large companies in San Diego and Los Angeles.   I realized that corporate life was not for me and started a career as a mortgage broker and realtor.  It was during this time my father approched me to join him in his financial planning business.  It was here I was able to use all my previous experience to help our clients achieve their dreams. I had found my home!  I love my job as I get to help clients navigate their way towards their financial goals.  It involves money, solving puzzles, and having great relationships with our clients.  The best part is that I always learns something from our clients.