AWARDS & COMMUNITY
Five Star Wealth Manager award winner 2013, 2016, 2017, 2018, 2019
June 2017 Forbes magazine California Women’s business leaders edition.
October 2017 discussed Gender Lens investment trend on Bloomberg Radio.
Presented workshops on investing and salary negotiation #AAUW. One speech, “Are you better than the machine”, I share inspirational stories to Magnet High School classes in the Los Angeles area #YBA.
Advocate for women in leadership positions through 2020 Women On Boards #2020WOB, #SB826 #Golf
At Simple Impact LLC, we help Executives, Retirees, and Fiduciaries, make important decisions for reaching their financial goals. We offer cost-efficient growth, balanced, and income portfolios. We use financial planning processes and investment models based on best practices contemporary asset allocation guidelines. We also offer #ESG environments, social, and governance investment models. #10B-51
HOW I WORK FOR YOU
My clients are successful people who think the world is small. Often they are influential men and women at Senior levels, who have given everything to their career and haven’t a clue if retirement means they’ll be happy.
In my experience, even smart reasonable people can be easily tipped into financial paralysis. I knew from prior conversations my client had tuition payments due for the kids, tax payments for the house, and she wanted to put money away for her next vacation- Disneyworld. One morning she called me, and was quieter than usual. I heard stress in her voice, CNBC had just announced her company's weak earnings report and that the share price was dropping. To further frustration, she had been asked to prepare a presentation for the next day.
I asked how she was doing, while retrieving the analyst recommendations from our research teams. I explained what the analyst ratings meant, then waited for her to me tell me how she was feeling. Well at that point, her statements came flying over fast, ”Help me solve this.”
Stop to listen, then shift into high gear.
I worked with the DTC transfer agent for the company stock, and reviewed her statement for share amounts and cost basis. I identified the sale transactions which would generate minimal taxes. Preliminary phone calls were made to find the right departments and the right people. And finally, once she was back on the phone and conferenced in with us, all she needed to do was provide her employee number for verification and approve the stock transfer to her trust. We sold the stock the same day, purchased a few index funds and municipal bonds, made contributions to her IRA, and transferred money to her regular checking account to cover the kids, house, and vacation.