Cecilia has been helping clients reach their financial goals and objectives since early 1999.  She enjoys working with clients who seek advice on wealth accumulation and protection, tax planning, retirement income planning, and estate planning.  While using a disciplined and detailed approach to comprehensive financial planning, Cecilia creates long-term relationships with her clients built upon trust.

Her areas of practice include:

• Investment Management
• Retirement Income Planning
• Tax and Estate Planning
• Cash Flow & Debt Management
• Risk Management (Insurance)
• Charitable Gifting
• Education Planning