Personal Finance Coaching, Events, and Resources

Welcome to my profile! With a robust background in finance and investments, I am here to help you navigate the complexities of personal finance. As a Finance Manager at Microsoft, I specialize in Cloud & AI Infrastructure Strategy and Investments, and have prior experience in Corporate Development and Strategic Finance. My journey includes roles at VU Venture Partners and Data Collective, where I sourced and evaluated startups across various industries. I have also served as a Board Member at Morgan State University, providing me with a unique perspective on financial governance. Whether you're looking to optimize your investment strategy or manage your personal finances more effectively, I'm here to guide you. Let's work together to achieve your financial goals!

I have a deep expertise on how to optimize my own and my family's personal finance, including investing strategy, 401K/IRAs, credit card set up, high yield savings accounts, checking accounts, budgeting, and more! I can delve into your current set up and give you tips to optimize and automate your set up so that you make you money work for you!

My approach to financial coaching is built on my own lived experience navigating major life transitions. I have managed my finances through the complexities of being an immigrant, a parent, a graduate student, and going through a divorce. These experiences, combined with my career as a Tech Employee, have shown me that personal finance is not just about numbers—it is the structure and engine behind your goals. As an AFC® (Accredited Financial Counselor) Candidate, I help others build the lives they envision by treating money as the backbone of their dreams. I focus on practical systems that reflect your actual priorities, ensuring your financial habits support the life you want to lead. Whether you are navigating a career change, a family transition, or simply seeking more control, I provide the grounded, real-world frameworks necessary to align your money with your intentions.

I love Personal Finance and have been an avid saver since I could count and understood the concept of money. I come from a low-income first-generation immigrant background and I have always been determined to improve my family's financial situation. I know what it's like to start from zero and use your resources to build wealth the patient way. I am not in the business of selling people hopes and dreams about picking a wonder stock or cryptocurrency. I am here to breakdown the topics many people who have family members in white collar/corporate enviornments often take for granted. I remember joining my first corporate role as a consultant and quickly realizing that I was far behind on understanding how to use my company's retirement accounts and resources effectively. Through a ton of research and trial and error, I have learned exactly what an early career professional needs to set themselves up for financial success. If you identify as someone with limited personal finance knowledge and you want to understand topics like 401k, Roth, IRA, Backdoor IRA, Mega Backdoor 401k, and 529 Savings Plans I have done all the heavy lifting for you. If you feel like I did years ago where I was breaking into the corporate world, but still knew very little about practical personal finance to begin the wealth building journey, I am the coach for you!