As an Associate Wealth Advisor, I specialize in guiding individuals and families towards achieving their financial goals. With a solid foundation in financial planning, my areas of expertise include Retirement Planning, Education Planning, Estate Planning, Risk Management, Tax Planning, and Investment Planning. My career began as a Client Support Specialist for a Tax Software Company, where I reviewed numerous individual tax returns daily and contributed to enhancing the efficiency of the software. This role sharpened my analytical skills and deepened my understanding of tax implications in financial planning. Currently, I provide comprehensive financial planning services to clients, help