We provide expertise and guidance to empower women to make better financial decisions for themselves and the people they care about.
We partner with you to provide comprehensive wealth management including on-going investment management, in-depth financial planning, and coordination with your other financial professionals.
Our clients are looking for a good listener, knowledgeable financial strategist, reliable implementor, and a wise counselor to help them confidently make financial decisions.
We provide frequent touch points and curate a bewildering amount of information the world may be presenting to enable wise financial decision-making.
I am a Wealth Advisor and Founder of CareGen Wealth Management, LLC. Prior to starting my own firm, I was a Vice President with Goldman Sachs, Personal Financial Management in their Silicon Valley, California office. I have worked in financial services since 2006 following an earlier career working in the aerospace industry. I’m a CERTIFIED FINANCIAL PLANNER ™️ professional (CFP®️) and also hold the Accredited Behavioral Finance Professional ™️ (ABFP ™️) credential.
