Speaking

Redefining Wealth for the Modern World

Having served clients as a wealth advisor for over a decade, I’ve been recognized as one of America’s Top Next Generation Wealth Advisors by Forbes and one of The Most Influential Wealth Managers in Los Angeles by the Los Angeles Business Journal.

I hold advanced technical credentials in financial planning, investing and special needs consulting (CFP®, CIMA® and ChSNC®), as well as certifications that address the human side of money (CeFT®, RLP®).

My unique approach combines finance and creativity to bridge the traditional, technical elements of finance with the modern, holistic, human side.

Audience members have told me that for the first time in their lives, they discovered that the world of finance could be creative and even fun.

Programs

Discover Your Money Roots

How to discover and rewrite limiting beliefs and gain financial clarity and confidence

We all have invisible beliefs that directly affect our ability to make clear and confident financial decisions.

Over years of working with clients, I noticed that our relationship to money is a lot like a tree. The beliefs we have around money live beneath the soil. They’re the roots. That’s why, at Created, we call them “money roots”: they inform what will grow, and most importantly, what can grow.

There are a number of factors that inform and influence someone’s experience with money, especially lessons learned from our parents/guardians and environment (culture, media, community, etc.).

Most of us are not consciously aware of these influences when we make financial decisions.

It’s extremely hard to illuminate your own money roots without a structure or strategy.

In this program I will share a 3-step framework with you so that you can nurture the roots for a powerful financial life.

Finance is Beautiful

Using Creative Tools to Transform your Relationship with Money

Have you ever struggled to make a decision around how to use your resources – time or money?

Imagine if there was a simple framework for making clear and confident financial decisions. There is - and not only that, it’s FUN!

Welcome to Finance is Beautiful, where you’ll learn that your finances are not just numbers, but a tool to express your values through your resources.

Through creative exercises that include live music, interactive games, and enriching conversations, you’ll reimagine your relationship with money, and redefine ‘wealth’.

Panels

I am available to speak on panels covering:

  • Financial life planning

  • Navigating financial and personal transitions

  • Rewriting your personal money story

I’ve also prepared custom presentations on topics such as:

  • Finance for writers (Writers Guild of America West)

  • Goal-based investing (CFA Institute)

  • Money and meaning (USC and Pepperdine University)

Created Wealth Salons

In the enlightenment era, women educated each other and spread ideas by hosting private gatherings in their homes. These became known as ‘salons.’

A salon is an engaged, explorative conversation with an esteemed group of acquaintances in pursuit of knowledge and fellowship.

With Created, I currently lead Wealth Salons both online and in private and public gardens to help people expand the freedom and fulfillment in their life.

Salon themes include:

  • Investing with Impact

  • Planting Your Legacy

To inquire about bringing a Wealth Salon to your community, garden, or online community, click below.