California, United States
As a former CPA and Silicon Valley start-up CFO, I focus on money management. Create savings and spending habits to reach your dreams.
When I was 11 years old, I started my stock portfolio with birthday and report card money. By the time I was 18, my stock portfolio, work, and scholarships paid for my 2 undergraduate degrees with little contribution from my parents. Three college degrees and $0 student debt are from the mindset of saving and daily habits to reach larger dreams. If financial security is important to you, let’s create money management habits that work for you!
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