8 Key Money Lessons from an Investment Advisor

I’m the founder of Money Wellspring and my goal is to give you actionable advice to maximize your savings, investments, and retirement.. 

As a Certified Financial Planner™ and wealth manager, I’ve helped over a thousand clients in securing their financial future and co-managed over $2 billion in client assets.

I also partner with leading companies, including Airbnb, Workday, The Trade Desk, Zoom, LiveRamp, Snap, E.L.F. Beauty, Jacobs Engineering, and the NBA in advising their employees on optimizing their benefits and personal finances.

As the founder of Paraiba Wealth Management, an independent registered investment advisor, I create personalized investment plans and help clients navigate the complexities of wealth management.

I’m the author of “The Roth IRA: Your Money, Your Rules,” where I reveal less-known strategies on how to supercharge you retirement using a Roth IRA.

Join me and I’ll simplify personal finance so you can take charge of your financial future.