Vanessa holds a BA in International Studies from UCSD and completed the Personal Financial Planning curriculum at UCLA. For more than seven years, she has supported clients in the financial industry with a focus on building lasting relationships and delivering an exceptional client experience. Known for her approachable manner and attention to detail, Vanessa partners closely with advisors to ensure every client feels informed, supported, and confident in their financial decisions. She takes pride in making complex processes feel simple and in helping clients achieve peace of mind as they work toward their goals.
A Los Angeles native, Vanessa lives in Westchester with her fiancé Matt and their two pups, Reeses and Ringo. Outside of work, she enjoys playing soccer in the South Bay, cooking gourmet meals, and cheering for the Dodgers. She values faith and family, spending her Sundays volunteering at church and visiting her parents in the San Fernando Valley.