I grew up in Lima, Peru, and I moved to California at 17 to begin my college education. Coming from a home where financial literacy was nearly nonexistent, being an immigrant in this country made me quickly realize money wasn’t just about numbers — it was about confidence, choices and freedom. (Let’s just say I learned that “winging it” is not a financial strategy.) That experience shaped my mission: helping others take control of their futures.Through sound conversations, I focus on creating personalized strategies designed to help clients achieve financial freedom and long-term confidence. By collaborating with estate planning attorneys and tax professionals, I help ensure every aspect of their financial picture is thoughtfully addressed.In my personal time, I enjoy hiking, traveling and spending time with my husband, Grant, and my two dog children, Sam (German shepherd) and Bonnie (Frenchie).