Is Personal Finance right for you?
I started my career on Wall Street working for Bloomberg and Credit Suisse in equity derivative algorithm sales. I found that I was helping friends and friends of friends with personal finance in my free time. Helping others gain confidence in personal finance became a passion so I underwent a career shift to focus on personal finance fulltime.
I received my CFP certification from NYU and now own a financial firm with two locations. My firm caters to clients from all financial backgrounds and ages. Between my time on Wall Street and my time on Main Street, I have the experience to provide a high level of expertise to my clients. Recently, I was ranked in the top 10% of female advisors for my broker-dealer in the country! In addition to one-on-one client meetings, I teach in-person classes and have taught over 2,000 students to date. Due to the overwhelmingly positive feedback from my classes, I am now providing financial literacy classes online in partnership with SUNY Ulster to reach more students with the aim to bolster their confidence in personal finance.