I grew up moving from country to country overseas with parents, who worked for a US multinational corporation. I returned to the US for my last years of high school and college, and I remain fluent in Spanish. After a 30-plus-year career in corporate banking with major US financial institutions and a lifelong passion for assisting others with their personal finances, I established GCD Financial Planning Services to provide affordable financial advisory and comprehensive financial planning services accessible to everyone.

Education: Graduate: Columbia University Graduate School of Business, College for Financial Planning Certified Financial Planner Program, Long Island University BS, Financial Planning Association Externship Program, IRS VITA/TCE Certification, SEC FINRA Series 65 Investment Advisers License Exam

Other: Financial Therapy Association member, AARP Tax Aid Volunteer, Financial Planning Association Pro Bono Committee