Lea graduated from California State University of Long Beach in 2005 with a degree in Business Finance. For almost two decades, she has been servicing clients in the financial field assisting families in making some of the biggest financial decisions in their lives.
Having children of her own, she was forced to investigate how to best prepare for the rising college cost for her three children. Upon a great amount of research, she decided to specialize in the college financial planning and retirement planning field to assist underserved families from all walks of life that needs help and guidance in figuring out how to send their children to college without jeopardizing their retirement.
With her strong belief that every hardworking student deserves to get higher education, she works very closely with families in putting together a solid financial plan to pay for college the most cost-efficient way possible. She also focuses on providing her clients a safe way to grow their retirement savings as well as create tax-free income through the retirement years.