A networking & direct referral group  for Women in Business throughout the San Francisco Bay Area including but not limited to Marin & Sonoma Counties.
"The girlfriends approach to building businesses".

I have been in the financial industry for over 25 years I am a former (tax) CPA, and I have my MBA from the Booth School of Business at University of Chicago. I am currently a Certified Private Wealth Advisor at Morgan Stanley, San Francisco office, and I have been here for over 14 years. Time does fly!! I specialize in Retirement Planning including working with both Defined Benefit and Defined Contribution plans. I work on various tax-efficient strategies with our clients who need to diversify their concentrated stock positions. Of course, we also work on private and real estate investments and especially help them with their real-estate financing needs. I am now enjoying working with Next Gen as many high-net-worth individuals are keen to prepare the next generation to be equally savvy about their investments. NMLS#1407626

CA Ins Lic #0J23014