I am a financial analyst, with a passion for behavioral finance and economics.
As a single mom, what interests me most, is getting behind a woman's story as to why she can't create wealth for her family. I earned the CFA designation, but it didn't prepare me with the tools I needed to actually "help" a single mom who was traumatized by having everything taken from her.
This certification gave me the tools I needed to unpack the "money story", and to better change the associations people made with wealth so that I could more effectively prepare them to adopt habits consistent with an investor, no matter how little they have currently.