About Me

Why I joined WIC

I think organizations that promote financial literacy for women is tremendously important.

Ways to contribute to the community

  • Knowledge on an industry

Experienced Investment Areas

  • Mutual funds
  • Retirement plans / 401K
  • Tax saving strategies
  • Estate planning
  • Mindset

Industry Knowledge

  • Banking & Investment
  • Healthcare

Investment Objectives

Based In

San Mateo, California, United States

Professional Background

  • Insurance Consultant

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Retirement planning

Typical investing time

  • For as long as possible or until I retire

Investment Experience

Successful investment experience

None

Failed investment experience

None

Other things about myself

None

What I can do on WIC

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