"Welcome! I'm here to help you gain clarity and take decisive action, whether that's securing your financial future, passing a major career exam, or finding alignment in your personal life. As a Financial Advisor in the Bay Area, I specialize in the analytical side of wealth—helping fellow tech professionals and small business owners navigate complex compensation like RSUs and stock options to build bulletproof financial foundations. But I recognize that success requires more than just numbers. My unique background allows me to offer guidance across three critical areas of growth: 1. 🟢 Financial Security & Strategy Focus: Wealth protection, income replacement, and tax-efficient strategies through insurance and financial products. Ideal for: Tech professionals, new parents, and anyone looking to secure a guaranteed financial safety net. Book: Financial Wellness Discovery Call (Free) 2. 📚 FINRA Licensing Success Focus: One-on-one coaching to help you master the material and test-taking strategy for the SIE, Series 6, and other licensing exams. Ideal for: New professionals or career changers struggling with the volume of FINRA material and test anxiety. Book: FINRA Exam Strategy & Tutoring Session (Free) 3. 🔮 Tarot Guidance for Alignment Focus: Intuitive clarity on complex situations, helping you understand the best timing for career moves or major decisions using focused Tarot readings. Ideal for: Anyone seeking non-financial, intuitive insights into their current life path. Book: Tarot Clarity Reading: Life & Career Alignment (Free) I look forward to partnering with you on your journey to confidence and clarity!