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686 West Cuthbert Boulevard #337 Westmont, NJ 08108

856-238-1078
hello@financial-grace.com
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Credentials and Experience

17 years of experience. I have helped thousands of clients, plan, save and live a better retirement. I have worked one on one with clients by phone and in person to secure the appropriate insurance plan and retirement guidance. My clients have been in the healthcare, education and faith-based communities.

17 years of experience. I have helped thousands of clients, plan, save and live a better retirement. I have worked one on one with clients by phone and in person to secure the appropriate insurance plan and retirement guidance. My clients have been in the healthcare, education and faith-based communities.

I have also been a faculty member for the past 10 years, providing financial education on budgeting, asset allocation, women’s financial issues, and retirement planning. I have been in the financial services area for a total of 36 years. Before I started working with clients, I was a product manager at MetLife helping design retirement products and train financial professionals to educate their clients.

Designations

Chartered Financial Consultant® (ChFC®) is a distinguished designation that involves nine main areas of concentration.   Courses focus on financial planning, covering topics like investing, insurance planning and retirement planning. There are also courses that focus on planning with different types clients, such as divorcees or special needs families. I completed my course of study March 2017.

Retirement Income Certified Professional (RICP®),  This designation addresses those who are at or near retirement build a plan to ensure they meet their retirement income and other financial goals throughout their nonworking years and manage the many risks they may face. As coordinated planning and better decision making can improve retirement security, retirement income planning is a very rewarding area within financial planning.  I completed my course of study in October 2019.

Certification in Long-Term Care( CLTC® )  focuses on the discipline of extended care planning.  It provides me with the ability to discuss longevity and its consequences on families and finances. I have been able to  help client and their families develop a plan. 

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