Director of Wealth Strategies for Women at Buckingham & The BAM Alliance
I am the Founder and CEO of MoneyZen Wealth Management, a boutique financial advisory firm serving women and families. Known for making the complex simple, I share clear and concise financial advice to support your life goals. In addition to providing financial planning and investment management for client portfolios ranging from $1 to $25+ million, I am the co-author of two personal finance books: ON MY OWN TWO FEET and GET FINANCIALLY NAKED. My work has been featured in many media outlets including CNN, CNBC, NPR and The Wall Street Journal. I earned my MBA from Harvard Business School, am a Chartered Financial Analyst ("CFA") charterholder and serve as a Financial Fellow at Wellesley College.
This blog chronicles my quest to identify simple, joyful methods that we can all use to feel calmer and more balanced in our relationship to our money. Here’s hoping these short pieces will help you craft a uniquely rich and rewarding life.