Founder and Wealth Advisor
Financial planning is much more than a career; it’s my calling. As a proud daughter of Filipino immigrant parents, I grew up watching them start with little to their names to become successful entrepreneurs. Though they worked hard to create the life they always wanted, my parents did it all on their own without much financial guidance. The stress of having to figure it out themselves inspired me to take the entrepreneurial path where I can be a trusted partner for others, and to help them thrive in the lives they envisioned.
I graduated from the University of San Diego with a degree in Business Administration/Finance, then started my career as a wealth advisor with a larger firm in San Diego. Shortly after having my second son, I realized that to grow my business and create a greater impact on my clients' lives and the communities I serve, I had to take a leap of faith and start my own firm. Thus, Modern Wealth Collective™ was born.
My clients and their goals are at the core of why I love what I do; I believe in long-term relationships where I work alongside them in their wealth journey. Though my clients come from different walks of life, I’m extremely passionate about working with purpose-driven mom entrepreneurs and women investors of color.
I believe that it’s achievable to create a successful business that aligns in harmony with my values and vision. Aside from my passion in serving others as a wealth advisor, I am an advocate for the environment and social equality. I do this through implementing sustainability practices in my life, providing resources for financial literacy and volunteering with local organizations that reflect my values. Also, I'm a San Diego native, so naturally, I love the ocean and strive to protect it!
LIVING LIFE WITH PURPOSE
I love a good book or you can find me enjoying the outdoors with my family. As a working mom of two (four if you include my dogs, Guiness and Arya), I understand the challenges of having to “balance it all” between family, business and community service. I strive to live my life with purpose, be present, and more importantly, give myself grace. Motherhood is not easy, but having a strong support system is what keeps me going. That's why I am committed to being a trusted partner to educate and help women feel more confident in their wealth journey.