It has been a joy to learn new ways of thinking about financial planning and problem-solving from my colleagues as we navigate the complex challenges our clients face in our ever-changing world.
I’ve been working with Prospettiva Financial in various capacities since 2013. It has been a joy to learn new ways of thinking about financial planning and problem-solving from my colleagues as we navigate the complex challenges our clients face in our ever-changing world.
My respect for personal finance comes from my family. My parents came to America from the Philippines in the 1980s and worked hard to establish themselves here. They eventually moved us from a small apartment in New York to a 4-bedroom house in Texas. At each junction, I developed an appreciation for how crucial financial planning is during monumental life transitions. I’ve always admired their tenacity and their ability to navigate a difficult journey, and to achieve their goal of giving each of my sisters and me financial stability… and our own bedrooms.
I live in service to the ideal of organization, and organized finances are one of the most crucial aspects of our lives. I enjoy taking the daunting elements out of organizing events or projects for clients so much that I started my own business doing just that. I’m analytical and creative. As a Prospettiva team member, an entrepreneur, and an abstract acrylic artist, I use both hemispheres of my brain. Working at Prospettiva Financial has been a great pairing with my skill set.
Above all, I am efficient. We all have such busy lives, especially our clients. I want all of us to use our time wisely so that we can enjoy our present.
Currently, I live in Seattle with my partner, and outside of exploring the local wine scene, our life revolves around our 3-year-old pittie-Dalmation mix, Juno! He is very communicative and lets you know when he wants or needs something. He’s definitely the boss.