Loading...
Specialties
Most of the women I serve have built impressive lives.
They’ve risen through the ranks in male-dominated firms. They’ve balanced deadlines, family, and the weight of being the one everyone counts on. They’ve worked hard, saved smart, and made thoughtful financial decisions along the way. Yet, they often wonder: “𝘈𝘮 𝘐 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘦𝘵 𝘶𝘱 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘭𝘪𝘧𝘦 𝘐 𝘸𝘢𝘯𝘵 𝘯𝘦𝘹𝘵?” “𝘋𝘰𝘦𝘴 𝘮𝘺 𝘱𝘭𝘢𝘯 𝘳𝘦𝘧𝘭𝘦𝘤𝘵 𝘸𝘩𝘰 𝘐 𝘢𝘮—𝘰𝘳 𝘫𝘶𝘴𝘵 𝘸𝘩𝘢𝘵 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘦𝘭𝘴𝘦 𝘵𝘩𝘪𝘯𝘬𝘴 𝘐 𝘴𝘩𝘰𝘶𝘭𝘥 𝘥𝘰?” “𝘞𝘩𝘺 𝘥𝘰 𝘐 𝘴𝘵𝘪𝘭𝘭 𝘧𝘦𝘦𝘭 𝘭𝘪𝘬𝘦 𝘐’𝘮 𝘮𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘵𝘩𝘪𝘴 𝘢𝘭𝘰𝘯𝘦?” They don’t need more hustle. They need clarity ... someone who listens before advising. Someone who respects how far they’ve come and helps them go further, with more ease and intention. That’s where I come in. I specialize in helping high-performing female attorneys streamline their financial lives using cutting-edge strategies that save time and reflect their values. I bring modern tools, a collaborative approach, and a level of personalized support they’ve always wanted. 𝗠𝘆 𝘀𝘁𝗼𝗿𝘆: Both of my parents immigrated from Mexico as teenagers. They didn’t have much, but what they did have was grit. My dad was in construction, my mom working flexible jobs so she could stay close to us. Eventually, she became a foster mom, and our house was always filled with kids—many of whom came from homes filled with struggle, instability, and deep financial stress. It didn’t take long for me to realize: 𝗠𝗼𝗻𝗲𝘆 𝘁𝗼𝘂𝗰𝗵𝗲𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴. It influences safety, peace of mind, opportunity, even emotional well-being. At 12 years old, I was cleaning houses with my mom and working on construction job sites with my dad... saving every dollar I could. I wasn’t just learning the value of hard work. I was making a vow: I would never feel powerless because of money. I would become the expert. And I would help other women feel powerful, too. I’ve kept that promise. I became one of the youngest CFP® professionals in the country. I have leaned on innovation and built my practice on one simple idea: 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗵𝗼𝘂𝗹𝗱 𝗳𝗲𝗲𝗹 𝗲𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴—𝗻𝗼𝘁 𝗲𝘅𝗵𝗮𝘂𝘀𝘁𝗶𝗻𝗴. Now, I serve women who are ready to align their money with what really matters. Not just retire well—but live well. Not just grow wealth—but use it with purpose. If you’re looking for a financial partner who gets where you’ve been and where you’re going—and is here to make the journey simpler, smarter, and more aligned—I’d love to connect.
♥
Always free for clients.
CFP®, RICP®, ChFC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Certified Financial Planner Board of Standards Inc. owns the certification marks (CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S. which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. Securities and Advisory Products and Services offered through Private Client Services, Member FINRA, SIPC and Registered Investment Advisor. Iarann Wealth and Private Client Services are unaffiliated entities. Private Client Services does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. Private Client Services reserves the right to monitor all e-mail. Any information provided in this e-mail has been prepared from sources believed to be reliable but is not guaranteed by Private Client Services and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination, or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.