Affiliations
Inspired to Support Women
Helping you meet life’s changes with empowered financial decision making
Does this sound like you?
You’re widowed, divorced, the primary breadwinner or someone who has inherited their wealth. You’re self-reliant by choice or sometimes due to circumstances beyond your control.
You’re looking for a long-term financial partner, a knowledgeable and reliable investment manager to implement your strategies and a counselor to listen and help you navigate life changes or complex financial decisions.
You want to maximize your wealth and ensure that you’re going to be financially secure. Once you are secure you want to assist your loved ones in their lives and support the communities of which you are a part.
In addition to goal planning for your family, your loved ones and your life’s most important people, you want a legacy partner, someone who can work directly with them to ensure financial awareness and care for their generational wealth.
How it all started...
I started CareGen Wealth Management after listening to my clients express their worries and their dreams for the future. I wanted to sit right next to them, hip to hip, charting their bright futures together. During our time together, I listen to them describe what’s in their hearts and their minds. I integrate this information with an in-depth knowledge of personal finance to provide custom guidance.
Solving particularly complicated problems that often have components relating to time, money, investments, taxes, values and relationships is an important aspect of what I do. My ultimate goal is to empower my clients to understand their options, make the most of their resources, and ultimately forge better financial outcomes for themselves and the people they care most about.
When I’m not working with clients, I enjoy spending time in Park City, Utah, hiking, downhill skiing or attending the annual Sundance Film Festival. I also love spending time with family and friends in my hometown of Burlingame, California, or throughout the United States including Brooklyn, Phoenix, San Francisco, Santa Barbara and Orange, California.
It's your time.
I’m here to listen and help you get financially organized for your life and for your generations to come.