Students will build a strong financial and wealth management knowledge base to set their short-term/long-term goals based on their own needs, aspiration, and preference. 
Students will use their understanding of wealth management approaches and investment vehicles to chose the appropriate investment approach to meet these goals.

I earned Bachelor's degree in Business Administration and worked in the corporate world before entering the field of education and being a full-time educator. I have led student investment club at school and continue to educate adults as well as children on topics related to investment and wealth management. I am a licensed real estate agent in California and a practicing Realtor who helps home buyers, home sellers, and investor clients to achieve the highest value in each transaction. I invest in real restate myself as well. Both my father and I have been long-term investors in the stock market. I have learned since I was young the importance of investing and want to share this passion with other interested students.