Vanessa is motivated by helping her clients achieve their financial goals. Her greatest satisfaction comes from transforming the seemingly complex world of finance into a straightforward financial road map resulting in her clients’ well-being and financial stability. Vanessa helps individuals and families in the areas of retirement funding, investment management, risk management, and estate planning.
She also believes in a financial planning process where in-depth analysis precedes any recommendations. As part of her services, Vanessa believes it is critical to monitor the client to stay abreast of their ever-changing lives in order to help them make wise financial decisions.
Vanessa holds a bachelor’s degree in Business Economics from the University of California, Santa Barbara. Vanessa, her husband Steven, and their three boys, Brody, Drew, and Vincent reside in Danville, CA.
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