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Specialties
Selena is a CERTIFIED FINANCIAL PLANNER™ and holds Retirement Income Certified Professional designation as well.
Originally graduating with an undergraduate and a master’s degree in Computer Science, she made the move into financial planning because she could not find an expert that understood her and her financial needs. Since she could not find an expert, she BECAME the expert. Having financial stability or talking about money was not a part of Selena’s story growing up. Despite these challenges, she used these experiences as motivation to rewrite the narrative of her own money journey and built a successful career helping women do the same. Selena is passionate about empowering high achieving women who have the challenge of earning good income but feeling uncertain about if they’re investing or saving enough for their financial goals and retirement. She helps women champion their wealth and career by curating thoughtful, personalized financial plans that align with living a confident and unapologetic life free from the financial and mental stress that comes from being a high earner. With financial education, integrity and keeping what her clients value most at the core of their financial plan, Selena serves as a trusted financial partner in her clients’ lives for the long-term. Outside of the office, Selena enjoys traveling, working out and spending time with her family. Though balancing being a new mom and a business owner has its challenges, Selena is an example that high-achieving women are deserving of a life that defines success by their own design and not by someone else’s saying they must choose one or the other.
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Always free for clients.
CFP®, RICP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Investment advisory services offered through Applied Wealth Management Investment and Insurance Services LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Do not transmit orders or instructions regarding your account by email. For your protection, your Financial Representative cannot accept or act on such instructions. Similarly, Applied Wealth Management Investment and Insurance Services does not accept trading instructions via voice mail, text messages, instant messaging, or facsimile. Please speak directly with your Financial Representative if you need to give instructions related to your account.