Call Me 650-576-4025
Services
I translate complex financial concepts into content that educates prospects, reassures clients, and passes compliance review — because I've lived on both sides of the advisor's desk.
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Former financial advisor. Current content strategist.
As someone who has held Series 7, 66, and Life & Health licenses, I have the fluency in the concepts advisors work with daily — fiduciary duty, retirement planning, tax strategies, and estate planning. Combined with 8+ years of creating B2B and client-facing content, I deliver:
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Compliant content that doesn't sound like a compliance officer wrote it
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Accurate explanations that build client trust and advisor credibility
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No learning curve - I already speak the language
Where most content creators need weeks to understand your world, I can translate complex financial concepts into client decisions from day one.
Some of my work.
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Potential Content
Here are a few ideas for memorable, shareable content and assets that will keep advisors top of mind for their clients and prospects.
01
What Japan's Treasury Pullback Means for Your Portfolio
As a blog post or a newsletter, it's an opportunity to share a timely perspective and address the headlines on an emerging topic.
02
Retirement Readiness Calculator
An interactive multi-touch asset that can provide clients and prospects with a clear picture of where they stand — and the steps they need to take next.
03
What the Fed Rate Change Means for You
A client-only look at current news and what it means for your client's financial plan.
04
5-part Email Series: "Preparing for Retirement in Your 50s"
Stay top of mind with prospects using this multi-touch nurture campaign.