Bachelor of Science in Biology from San Francisco State University
Master of Business Administration, MBA from John F. Kennedy University
Diverse Business Experience:
- Entrepreneurial Insight: Having owned a wholesaler business and co-owned a small retail shop, I understand the challenges and opportunities that come with running a business. I know firsthand what it takes to manage operations, finances, and growth.
- Corporate Expertise: My experience in corporate office and manufacturing environments has given me a well-rounded perspective on quality control, inspections, audits, procurement, supply chain, and import/export. I understand the intricacies of these roles and how they impact an employee’s work-life balance and future planning.
Personal Journey:
- First-Generation Immigrant: As a first-generation immigrant who pursued an undergraduate degree in Biology and an MBA in the U.S., I have lived the American dream through hard work and dedication. I understand the unique challenges and opportunities faced by immigrants and am passionate about helping others navigate their financial journeys.
Holistic Understanding:
- Employee Perspective: My corporate experience has given me deep insights into the concerns of employees. I know what goes through an employee’s mind when balancing job duties, raising a family, and planning for the future. This empathy allows me to offer tailored advice that resonates with their needs.
- Business and Employee Benefits Knowledge: Many business owners are unaware of the variety of benefits and resources available to their employees at a reasonable cost. Likewise, many employees don’t know where to start with retirement planning. My dual perspective enables me to bridge this gap, providing valuable guidance to both business owners and employees.
Passion for Helping Others:
- Empathy and Commitment: Being a female, first-generation immigrant, business owner, and corporate employee has made me passionate about helping my clients achieve their financial goals. I am dedicated to offering personalized financial planning and retirement strategies that are informed by my diverse experiences and deep understanding of your unique needs.
Choose me for your financial planning needs and benefit from a wealth of experience, a holistic perspective, and a genuine commitment to helping you succeed. Let’s work together to secure a prosperous future for you and your business.
Ask me about complimentary seminars / workshop.