I arrived in the US in my 20s with an H1-B visa and started with zero.

After stints with financial firms such as Chase Bank / Goldman Sachs, my post-MBA career pivoted to corporate finance and got meaningful when I ditched the corporate hamster-wheel and trained to be a Tax Counselor serving low-income residents and seniors.

It was an ‘A-Ha’ moment that led me to pursue financial planning.

Through lived experiences, I can relate to the struggles of building a base from scratch away from cultural roots, raising a family away from extended family, managing a corporate career and living in a sandwiched generation, and maneuvering planning across borders. There weren’t too many financial advisors that got it, so…

That’s how FWJ Planning was born – to help women-led households realize their life goals in living lives filled with joy.

In addition to CFP®, I’m an Enrolled Agent,EA which means I’ve passed stringent IRS testing on tax matters, and am a Certified Student Loan Planner CSLP®. However, it’s in parenting my teens where I’ve learnt the most valuable life skills!