Chloe grew up in Northern California and graduated from The Neeley School of Business at Texas Christian University with a B.B.A. in Finance with a Real Estate Concentration. Chloe is a CERTIFIED FINANCIAL PLANNER™ at Regatta Capital Group, where she creates holistic financial plans for her clients.
Chloe is passionate about financial literacy. ESG, cybersecurity, and real estate are some of the investment sectors that spark her interest. More than anything, Chloe cares about connecting with her clients by understanding their backgrounds and ideals so that she can empower them with a plan to reach their short and long-term goals.
In her spare time, Chloe enjoys finding herself in nature by going on long hikes. She loves traveling, playing the ukulele, and spending quality time with friends and family. Chloe is an animal person, and her world currently revolves around her two sphynx cats, Kiwi and Cosmos.