My interest in financial planning came from personally experiencing what a positive effect it can have in peoples’ lives. Before coming to Society of Grownups, I was a financial advisor with Ameriprise Financial where I most enjoyed working with clients through comprehensive financial planning. I also helped clients manage their investments with an emphasis on sustainable and responsible investing.
Facing financial realities can be overwhelming, and can make people feel as though they will never get to realize their dreams. My goal is to help Grownups make intentional choices about how to balance their life today with planning for the future one step at a time.
Moving is never easy, and moving across the country can be even more intimidating. But freelancer Brandi Diaz chose to make an adventure out of it.