I grew up in New Jersey and graduated from Notre Dame with majors in Finance and Psychology, moving to Seattle shortly thereafter to work in corporate finance at Microsoft. After a few years, I began looking for a profession that would allow me to focus on my passion for personal finance. I feel truly lucky to have found a career where I get to help people make smart financial decisions that improve the quality of their lives.
I am a CERTIFIED FINANCIAL PLANNER™ and currently hold the Chartered Financial Analyst (CFA) designation. The CFA designation is globally recognized as the highest set of credentials in the investment management industry and requires several years of rigorous study to successfully complete the program. I’m also passionate about helping people invest with their values. I’m a Chartered SRI Counselor (CSRIC™) and have expertise providing guidance around sustainable, responsible, and impact investing options.
On the weekends you’ll find me out in the mountains backpacking or snowshoeing with my partner and our two dogs. I’m an avid reader and am always looking for a good book recommendation.
Online Blog Resources
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
Whether you recently transitioned to being self-employed or have been a business owner for years, you may have wondered what the best way is to save for retirement. However, the decision as to which type of plan to choose is far from simple. Let this flowchart help guide you!
It’s almost spring, which means it’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.