I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.

Education

University of San Francisco, BA Economics(2008), Tel Aviv University, MA Environmental Studies (2021)

Hobbies

Trail running, Rock climbing, Backpacking, Camping and outdoor adventures, Reading non-fiction

Affiliations & Memberships

Sustainable San Rafael, Board Co-Chair, Marin Emergency Radio Authority Citizen Oversight Committee

Community Involvement

Local climate action and sustainability leadership, Volunteer organization of community events, multi-family campouts and outdoor gatherings,