Making an Impact
We believe it’s possible to do well by doing good, and that staying actively involved in and giving back to our community is both a responsibility and an opportunity. Volunteering and educational initiatives are a meaningful and integral part of our practice.
Community
Through volunteer involvement and active PTA engagement at our children’s schools, serving as a coach and mentor with the First Tee of San Francisco through the Sandy’s Circle Mentorship Program—supporting underserved youth through the values and discipline of golf—and active participant as a mentor in the Nazarian College of Business Passport Program, I have the privilege of working with college students pursuing careers in financial planning.
Through various opportunities, I’m committed to giving back and supporting the communities I serve.
Collaboration
I welcome the opportunity for collaboration regarding financial literacy and awareness. In the past I've spoken and participated in events such as:
- Cal Berkeley Finance Professional Panel & Open Forum Discussion
- Menlo College Investment Class, Guest Lecturer
- Santa Clara University CFP Career Discussion
- CSUN Nazarian College of Business & Economics - Financial Planning
- Company Financial Literacy Workshops