CERTIFIED FINANCIAL PLANNER®
Accredited Financial Counselor (AFC)®
Series 65 License
Money gets complicated when your relationship structure doesn’t fit the couples-based financial advice model.
I’m a CERTIFIED FINANCIAL PLANNER® and Accredited Financial Counselor® who helps polyamorous individuals and families navigate the financial questions that don’t have standard answers—managing finances across multiple relationships, protecting chosen family, setting boundaries, and planning for relationship transitions.
As a queer, neurodivergent person who’s built chosen family myself, I understand a life that doesn’t fit traditional templates. I’m also a former California legislative analyst who analyzed state pension policy, so if you have CalPERS or CalSTRS benefits, I know those systems inside and out.
I’m a fee-only fiduciary: you pay only for advice, and I’m legally bound to put your interests first. Our work is judgment-free, confidential, and designed around your actual life.
3201 TODD WAY, SAN JOSE, CA 95124