Bio: I enjoy helping people learn and grow in their understanding of finance and tax subjects. CPA, Mom to 3, Mimi to 2.

Bio: CFP®, EA, CTC. Problem-solver. Founder of Watts Advisors VFO. Series 7, 63, 65. CA Life/Health Insurance. Tax Plan IQ.

Bio: Manager of Client Relations at Inception Financial, helping private clients turn tax liability into long-term wealth, legacy, and clean energy impact.

Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot