I am a Wealth Planning Associate at Azzendo Wealth Advisors, where I work closely with the firm's senior wealth advisors to deliver comprehensive financial guidance to our clients. In my role, I am responsible for preparing client financial reports, collecting, compiling, and evaluating data from multiple sources to produce accurate financial summaries, as well as identifying and researching client issues under supervision of the advisory team. Beyond the technical side, I specialize in client education -- taking complex financial concepts and making them approachable. I think this is one of the most valuable services we provide because when clients truly understand their plan, they feel empowered and confident in their decisions.
I have worked in the financial services industry for over a year, and during this time, I have obtained the FINRA Securities Industry Essentials (SIE) and the Series 65 securities license. I am currently pursuing my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation this year to further enhance my experience and better serve our clients. Prior to beginning my career, I obtained a bachelor's degree in political science with a concentration in wealth management and business administration from the University of Florida, which provided me with a strong foundation in both analytical thinking and financial principles.
What I most enjoy about my job is interacting with clients and creating deep relationships with them to truly understand their goals in life. I believe that the greatest value I provide clients is clarity and confidence. Finances can feel overwhelming, especially when clients are juggling big goals like retirement, education, or buying a home. I take pride in simplifying complex information, breaking it down into clear strategies, and making sure clients feel confident about the path forward. This client-focused approach drives everything I do in my professional practice.
A native of Miami, FL, I currently live in Coral Gables, FL, where I am actively involved in both Equality Florida and the Coral Gables Chamber of Commerce. These organizations allow me to give back to my community and stay connected with local issues that matter to me. In my free time, I enjoy staying active through tennis, lifetime gym classes, and paddle boarding, as well as pursuing quieter activities like reading.