I love supporting women so they can be more confident, feel less worried, and avoid making mistakes.
Does this sound like you?
You are widowed, the primary breadwinner, divorced, self-made, 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 partner, a knowledgeable and reliable investment manager to implement your strategies, and a counselor to help you navigate complicated financial decisions.
You want to make sure you are going to be financially secure, and once you are secure you want to assist your loved ones and the communities you belong to.
In addition to goal planning for your children, nieces and nephews, parents, siblings, and other VIPs, you want someone to work directly with them as well to ensure their GENeration is taken care of.
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 is in their hearts and minds and I integrate this information with an in-depth knowledge of personal finance to provide custom guidance.
Solving particularly complicated problems that involve time, money, investments, taxes, values, and relationships may be one of the most important things I do. I have these types of conversations with my clients in an office or at their home, and often I have these same types of conversations with my family and friends all over the globe. Whether that be the ski slopes of Park City, Utah in between movies during the annual Sundance Film Festival, walking the hills in my hometown of Burlingame, California or over a glass of wine during long weekends in Brooklyn, Phoenix, San Francisco, Santa Barbara, or Orange, California.
Working with clients on brainstorming ways that they can meet their goals and experience more joy in their lives is one of the favorite parts of my job. My ultimate goal is to empower my clients to believe in themselves, make the most of their resources, make smart decisions, and forge better financial outcomes for themselves and the people they care most about.
It's your time.
I’m here to listen and help you get financially organized for generations to come.