Voluntarias Savvy Ladies
Biografía del voluntario
CFO of Loka Properties, a commercial real estate company operating multiple retail properties in California & Hawaii. Over the past decade, I’ve led financial strategy, capital planning, and operations, handling everything from budgeting and lease negotiations to modeling and valuations. I’ve built a strong track record of aligning financial performance with long-term growth.
Now, I’m pivoting into personal financial planning. I’m finishing my Master’s in Personal Financial Planning and working toward CFP® and ChSNC® designations, with a special interest in special needs planning. My goal is to bring the same strategic approach I’ve used in real estate to help individuals and families make confident, values-based financial decisions—especially those facing complex, long-term care needs.
Along with a strong analytical background, I bring a creative edge from my earlier career in media (I earned two Emmy Awards for writing and editing), which helps me communicate strategy clearly and connect with clients meaningfully.
Áreas de especialización (especificadas por el voluntario)
Budgeting;Family Finances;Small Business;Wealth Management
