WealthEra Financial Planning

As a CERTIFIED FINANCIAL PLANNER™ professional since 2019, I specialize in personalized financial guidance through life's critical transitions. With a Bachelor's in Finance from UCF, an MBA from Mercer University, and membership in the Central Florida Estate Planning Council, I combine technical expertise with genuine empathy. Expertise Retirement Transition Planning: Creating sustainable income strategies, optimizing Social Security, addressing healthcare needs, and managing distribution tax implications. Long-Term Planning: Developing customized savings strategies, maximizing employer benefits, and creating diversified portfolios for future security. Inherited Asset Management: Navigating the emotional and technical aspects of managing newly acquired wealth. Estate Planning: Aligning investments with estate goals and coordinating with legal professionals. Philosophy My approach centers on education, holistic planning, and long-term partnership. I believe informed clients make better decisions, financial strategies should work in harmony, and ongoing guidance is essential as circumstances change. Community Involvement As a mother of two daughters, I'm committed to empowering the next generation. I serve as a Girl Scout leader and actively volunteer in my children's schools, sharing my passion for financial literacy and leadership development. I welcome the opportunity to discuss your financial goals. Please contact me to schedule a complimentary consultation.