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CFP |CFA|CPA - Founder
My passion for finance began over 10 years ago at Harvard, where I earned my Bachelor's degree in Economics.
Extending my knowledge of Business & Finance, I then earned my Masters in Accounting from the University of Southern California.
I continue to embrace educational opportunities for the benefit of my clients and have earned some of the industry's highest respected designations, including CFP , CFA, and CPA.
I founded Andante Financial to create an unparalleled client-experience that combines two elements:
1) Top-tier tools & service - Leveraging my experience from advising Fortune 500 clients, I designed a business around working with the best partners, tools, and processes in the business.
2) Personalized attention - I built Andante Financial to thrive on the quality of our client relationships, not the quantity. Andante Financial is focused on your growth and we respect the personal attention that requires.
My education, experience, and values have shaped the firm's perspective. See below to learn more or schedule a call to hear the full story.
Client-service has always been my focus. I have enjoyed the opportunity to build trust with both institutional and individual clients.
Before founding Andante Financial, I served clients at a global, Big 4 accounting firm and a boutique asset management firm.
As the founder of Andante Financial, I value the perspective that ownership provides to shaping a positive experience for all the stakeholders of an enterprise, most of all its clients.
The arts have always been a passion of mine; I have a Master's Degree in Music and it's why the firm's name is Andante Financial.
A core mission of mine is to impact organizations that enrich our lives, so Andante Financial donates 10% of its fees to charities.
Although my passion is the arts, I make sure to learn about the charities that each of my clients value so that Andante Financial can also support those organizations.
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