Flat-Fee Financial Planning for Business Owners—From a CFA®, CFP®, and CEPA® Who Understands the Journey
You Don’t Just Need Numbers. You Need Someone Who Gets It.
I know what it feels like to build something from the ground up—and wonder if it’s really working for your life.
I’ve been in the corporate world, working at Merrill Lynch and global banks. I’ve seen behind the curtain of the financial industry. And I’ve lived the entrepreneurial journey, building my own firm, balancing family life, and navigating the constant trade-offs business owners face.
I started Adviso Wealth because I saw too many business owners working tirelessly to grow their business—yet feeling unsure how to turn that success into lasting personal financial confidence.
My Story
I’m a first-generation immigrant, a mother, and a business owner. I understand the pressure of providing for your family, building something meaningful, and figuring it out as you go.
That’s why my work isn’t about products or commissions—it’s about helping business owners like you simplify complexity and make clear, confident financial decisions.
As a CFA®, CFP®, and CEPA®, I combine deep technical knowledge with a flat-fee process But more importantly, I bring real-world understanding. The numbers matter—but so do your goals, your family, and your peace of mind.
Who I Work With
I help business owners across New Jersey, Pennsylvania, New York, and beyond who want to:
Align personal wealth with business success
Understand their walk-away number and wealth gap
Build tax-efficient personal financial strategies
Prepare for growth, transition, or life beyond the business
Why Work With Me
- Credentials That Matter: CFA®, CFP®, and CEPA®—so you get advice grounded in investment expertise, personal planning, and business-owner realities.
- Flat-Fee Transparency: You’ll always know what you’re paying for. No product sales. No AUM fees. No guesswork.
- Fiduciary Commitment: Your interests come first. Full stop.
- Real-World Understanding: I’m a business owner, a first-generation immigrant, and a mother. I know what it’s like to build success from the ground up—without a roadmap. You won’t be judged here. Just supported.
It’s Not Just About Numbers. It’s About Clarity, Confidence, and Control.
If you’re ready to simplify the moving parts and feel confident about your next financial steps, let’s connect.