I was born in the beautiful country of Peru during the longest economic and political volatile period; record high inflation rates, terrorism and national curfews . Lived, studied and worked in Canada, Mexico, Austria, Japan, and throughout the United States. Learned to love culture, to appreciate diversity and six different languages.
At 17 years old, I left home, travelled overseas with a luggage and my golf clubs, and survived New York City upon graduating from college in 3 years. For over 18 years, I was fortunate to go up the corporate ladder of the largest and most powerful financial institutions of the world, advising international families with actionable strategies to a healthy financial plan, structure and governance. And during this time created my foundation.
Whether you are looking to organize and plan your finances, put together a family focused educational workshop or just align your asset allocation to your values, our talented team can help you.
I would love to have the opportunity to hear your story and plan together with you and your family,
Founder Family and Money Matters™
MBA, CFP®, CDFA™, CFBA, ACC