Experience

Urban Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Founder/CEO and Financial Planning Pro

  • Jun 2012 - 11 years 7 months

  El Segundo, CA At Urban Wealth Management, we help our clients get their financial lives in gear! We focus on the unique financial and economic challenges that busy professionals face. Simplifying and demystifying financial jargon is our goal. In addition, we focus on the unique financial challenges that women face. Did you know that in the next decade, women will control nearly 2/3 of this country's wealth? Our mission is to ensure that women are prepared for that responsibility and can feel confident about… Show more At Urban Wealth Management, we help our clients get their financial lives in gear! We focus on the unique financial and economic challenges that busy professionals face. Simplifying and demystifying financial jargon is our goal. In addition, we focus on the unique financial challenges that women face. Did you know that in the next decade, women will control nearly 2/3 of this country's wealth? Our mission is to ensure that women are prepared for that responsibility and can feel confident about making sound financial decisions for themselves, their loved ones and their communities. Show less



CNBC

• United States
• Broadcast Media Production and Distribution
• 700 & Above Employee

• Guest Commentator

  • Apr 2013 - Sep 2020

  Los Angeles


Morgan Stanley Smith Barney, LLC
• Certified Financial Planner, Vice President

  • Sep 2000 - Jun 2012

Prudential Securities
• United States
• Banking
• 1 - 100 Employee
• Financial Advisor

  • Apr 1993 - Sep 2000