Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State in California**Ranked #98 MY INSPIRATION Growing up with parents who were both CEOs, I witnessed firsthand how their thoughtful financial decisions positively impacted our lives. Their purposeful approach to budgeting, saving and growing wealth has been a lasting source of inspiration for me. Immersed in the principles of financial success and wealth building from an early age, it was a natural path for me to join Edward Jones, a company whose values align with mine: push to be best, always improve, always learn and always care. My commitment and dedication to my clients were recognized in 2019 when I was honored to become a limited partner at Edward Jones. With nearly 15 years of experience as a financial advisor, I also earned my CERTIFIED FINANCIAL PLANNER® certification to enhance my ability to achieve success for my clients through diligent effort and unwavering commitment. ARE WE THE RIGHT FIT FOR YOU Driven by a desire to improve my clients' lives, my practice is known for simplifying the complexities of transitioning to either full retirement or an "optional work" lifestyle. During our discovery process, we engage in rich discussions based on a well-crafted set of questions to gain a deep understanding of what matters most to you personally and financially. With those clients we invite into our practice, we continue this dialogue to identify and prioritize goals, partnering in ongoing collaboration to optimize outcomes. Our clients find confidence and clarity to pursue what matters most to them. ABOUT US Originally from Romania, I am actively involved with the Cupertino Rotary Club and I serve as a board member for NorCA and NorNV of the Alzheimer's Association Chapter. I am very fortunate to have an exceptional team, Cindy and Yue. Together, we bring a combined 35 years of experience, exceptional service and personalized attention to our clients.**2025 Forbes Top Women Wealth Advisors Best-in-State in CA, published February 2025, research by SHOOK® Research LLC, data as of September 2024. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.