About Me

Why I joined WIC

I am late to investing and wanted to get support in my journey.

Ways to contribute to the community

  • Group leader & admin

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Residential real estate
  • Commercial real estate
  • Tax saving strategies
  • Estate planning
  • Investment Strategies
  • Mindset
  • Financial Planning
  • General real estate

Industry Knowledge

  • Education

Investment Objectives

Based In

San Francisco, California, United States

Professional Background

  • Leadership & Management
  • Finance
  • People & Culture

Years of Investment Experience

< 1 year

Top investment objectives

  • Retirement planning
  • Other

Typical investing time

  • 5-10 years

Investment Experience

Successful investment experience

I have no experience picking individual stocks. I have only invested in index funds. They performed as expected.

Failed investment experience

Same as above.

Other things about myself

I am excited to learn and get educated on everything related to investing!

What I can do on WIC

  1. Check out WIC Directory and connect with other members
  2. Post a new opportunity