Paola brings 25 years of experience to the team. After spending 15 years as a non-profit professional advocating for clean water for all Californians, Paola transitioned into a career as a CERTIFIED FINANCIAL PLANNER™, continuing to use her skills and experience in service of others. As a Wealth Advisor, Paola plays a foundational part in our wealth management process by building and maintaining financial plans and supporting client relationships. Paola enjoys helping clients solve complex financial puzzles and coaching clients as they navigate through life transitions that impact their financial goals.