Chloe grew up in Northern California and earned her BBA in Finance with a Real Estate concentration from Texas Christian University. She is a Certified Financial Planner® at Regatta, where she creates holistic, personalized financial plans to help clients navigate their financial journeys with confidence.
Chloe specializes in planning for entrepreneurs, employees compensated with stock options, and families with uneven cash flow, helping them build strategies that align with their goals and ever-evolving financial needs. Passionate about financial literacy, she enjoys empowering clients by understanding their backgrounds and ideals to create tailored, actionable plans for their short- and long-term success.
Beyond finance, Chloe is deeply connected to her community. She became a mom in 2024 to a beautiful baby girl and teaches prenatal yoga. She earned her first yoga teacher certification with her husband, Raj, in 2023. She donates her time to mentoring foster youth, teaching them the principles of financial freedom – including saving, investing, and building credit. In her free time, she enjoys hiking, traveling, playing ukulele and spending quality time with family and friends.
