Cresscila Wealth Management

I started with a major Wall Street firm in 2002. I built a successful practice over the 20+ years I was there. Then, i realized that I loved the work, but i didn't love the environment or the platform. I decided to take a risk and bet on myself. I gave up the security and income of the large firm, and took their sunset plan in 2023. In 2026, I started my own Solo RIA, creating a full fiduciary, flat fee practice that seeks to help those that Wall Street left behind. Furthermore, I've created a practice and a lifestyle that supports my belief in financial education as a key part of a path to financial freedom for everyone. In addition to running my practice, I teach at the community college level, and also consult with an online platform dedicated to do-it yourself planners and investors. I do these things because I believe that planning and good advice shouldn't be limited to those with large investment accounts. I want to help business owners, executives, or younger people who might not have the liquidity to attract the attention and expertise of experienced planners at large firms. I believe in the profession and have dedicated a lot of my time supporting the industry, highlighted by a seven year volunteer position with the CFP Council on Examinations as a volunteer. At the college level, I've taught underrepresented populations, including classes at the Confederated Tribes of Warm Springs, and the Deer Ridge Correctional Institution. All of these experiences show my dedication to my belief in financial education as a differentiator and a way to financial equality.