Founding Wealth Manager at
Hesperian Wealth
Years of Experience
5 years
Number of Clients
13
Average Client Size
$291,918
Member Since
2023
my first priority in any engagement is crafting a comprehensive plan addressing every area of their finances. Once I deeply understand their vision for the future, THEN I'll know what investments and other recommendations are right for them.
I work with everyone from young professionals to retirees. Anyone whose financial complexity has reached the point where they need comprehensive professional financial planning advice. However, I do specialize in addressing the specific issues facing working professionals and families. My current clients include nurses, firefighters, teachers, engineers/tech workers, and retirees.
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Executive Certificate in Financial Planning
Obtained in 2018
Master of Business Administration (MBA)
Obtained in 2012
Bachelor of Arts (BA), Cinema
Obtained in 2008
Founding Consultant
2021 - 2023
Research Consultant/Content Strategy Manager
2013 - 2021
Business Research Intern
2011 - 2011
Business Research Intern
2010 - 2011
Hesperian Wealth LLC (HW) is registered as an Investment Adviser with the State of California. Registration of an Investment Adviser does not imply any level of skill or training. Additional information about HW is available on the SEC’s website at www.adviserinfo.sec.gov, which can be found using the firm’s identification number, 317351. HW offers investment advisory services in the State of California and in other jurisdictions where it is exempt from registration. Nothing on this website should be interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. HW will not offer or provide personal investment advisory services to consumers without first complying with the regulatory requirements of their state of residence or meeting an applicable state exemption.
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