Financial Planning Rooted in Empathy
I'm proud to serve as a Thrivent financial professional specializing in tech professionals and their families across the Bay Area. Having lived across Seoul and Singapore, I bring a global perspective shaped by international connections and a genuine appreciation for the diverse stories behind every financial situation. My commitment to service extends beyond finance, from mentoring others to volunteering in underserved communities across South America and Southeast Asia. This service mindset drives my passion for helping clients build meaningful financial legacies that support their values, loved ones, and communities. Through education, trust, and authentic relationships, I help clients design strategies that honor their unique stories and aspirations while supporting the people and causes they cherish most.
That same mindset shapes who I work with and how. I work with tech professionals at every stage from early-career engineers navigating their first real compensation package to senior leaders managing complex equity, and the families building their lives alongside them. The Bay Area tech world comes with unique financial opportunities and real complexity: RSUs, stock options, high income paired with high costs of living, startup risk, tax-efficient strategies, real estate decisions, and more. I help you make sense of all of it through Dedicated Planning Services: a fee-based, fiduciary model where you pay a flat fee for honest advice, not commissions. That means no hidden incentives, no product-driven recommendations, just objective, personal guidance genuinely built around you.
Whether we're working through a job offer, an equity event, a home purchase, retirement planning, or simply getting your financial life organized for the first time, the goal is always the same: clarity, confidence, and a plan that honors your unique story. Let's work together to discover which path best fits your situation and goals.
Meet My Team
Heart of the Valley Wealth Advisors
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Team Practice
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- https://connect.thrivent.com/heart-of-the-valley-wealth-advisors