Since 2006, Anita has been a financial planner serving her clients, from everyday financial decisions such as financing a car, budgeting, 401(k) contributions, and reviewing taxes, to pivotal life changes such as changing jobs, buying a home, being first-time parents/grandparents, college planning, retirement, and inheritance.
Anita’s holistic approach to financial planning is to discover and develop a financial purpose that can bring her clients closer to having a meaningful and balanced personal and financial life. Anita appreciates having deep, intimate client-advisor relationships based on communication, respect, and trust.
Anita enjoys spending time with her husband and two children; additionally, she enjoys creating memories and traditions with her extended family of 20 cousins. Anita’s favorite activities are yoga, gardening, listening to business podcasts, and reading non-fiction books, mainly biographies.
B.S., University of California, Davis; MBA, University of California, Davis; Accredited Investment Fiduciary®; CERTIFIED FINANCIAL PLANNER™ Professional