Xennial Planning

A "XENNIAL" is someone born between Generation X and Millennials. As a Xennial, I understand the decisions, issues, and changes that women face in both generations and pride myself on communicating complex financial jargon in a very simple way.  

Xennial Planning was created because women are expected to take on more and more responsibility. We juggle multiple priorities including careers, relationships, aging parents, and children with few resources to guide us. We are expected to do it all! We are the heads of household and even managing the finances. It's too much! Let me take the financial piece off of your plate.

As a CERTIFIED FINANCIAL PLANNER™ Professional and FIDUCIARY, I will strive to do what is in your best interest. No commissions and no hard sales. I want to build long lasting relationships with my clients and get to know each other not only a professional, but also a personal level. As women, let's work together, make a plan, and allow you to concentrate on the more enjoyable aspects of your life.

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Advisors at this Office

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This Office

PO Box 6137 Oceanside, CA 92052-6137 Phone: (760) 205-3432

Primary Office

PO Box 6137 Oceanside, CA 92052-6137 Phone: (760) 205-3432