Experience

CareGen Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• President and Wealth Advisor

  • Jul 2021 - Present

  San Francisco Bay Area Founder and Wealth Advisor dedicated to providing wealth management services with custom solutions for clients, with a focus on women. Services incorporate financial planning, investment management, and coordination with other financial professionals. I help clients gain clarity on their goals and establish a road map that we follow together to achieve those goals. I help my clients understand the impact their financial decisions have on themselves and their families or… Show more Founder and Wealth Advisor dedicated to providing wealth management services with custom solutions for clients, with a focus on women. Services incorporate financial planning, investment management, and coordination with other financial professionals. I help clients gain clarity on their goals and establish a road map that we follow together to achieve those goals. I help my clients understand the impact their financial decisions have on themselves and their families or communities both now and in the future. I apply an investment approach that is grounded in economic theory with a focus on long term outcomes and present a framework to think about uncertainty and evaluate risks so decisions that seem overwhelming can become more manageable. Show less