In college, tutoring accounting is when I discovered I loved helping people understand personal and business finance. That spark eventually turned into a full career in financial planning, first at start-ups, then well known firms like Vanguard and Fidelity, where I worked with high-net-worth clients and earned my CFP® designation. Along the way, I realized that many people didn't need complicated financial strategies—they needed clarity, confidence, and someone to help them build a healthier relationship with money. That inspired me to focus on practical guidance, financial education, and helping people align their finances with the life they want to live. As a first-generation Mexican American, born and raised in Southern California and now based in Phoenix, I believe financial planning should be personal, approachable, and rooted in each person's values and goals. My mission is to empower individuals and families with the knowledge and confidence to make informed financial decisions. Outside of work, you'll usually find me at the gym, exploring local coffee shops, enjoying sporting events, live music and art, or volunteering in the community and spending time at home with my two tabby cats.