I confess.
I haven’t always been a money nerd.
It all started when I saw my grandparents lose everything right before retirement.
They lost everything because they didn’t have someone to help them with their finances.
And instead of being able to enjoy the fruits of their labor?
Everything was taken from them. Not a single penny to show for decades of backbreaking work.
Witnessing this changed everything.
It was then that my passion for finance began to grow in my heart, soul, and mind.
I realized that if you learn about money, you can flip the script and build wealth that can last for generations.
That’s when I started my financial career.
Credentials That Set Me Apart
With over a decade dedicated to mastering wealth creation, my expertise is backed by:
Harvard and MIT education with advanced credentials (CFP®, CRPC®, MBA, MPP)
Master’s degree in Personal Financial Planning
7 years as a Wealth & Investment Advisor for high-net-worth individuals
$600M in assets managed for a top 5 wealth corporation
Financial advisor to 453 millionaires with portfolios ranging from $1M to $100M
11,923 hours of focused financial study and strategy development
Self-made millionaire by age 27 (practicing what I teach)
Founder of a non-profit teaching financial literacy to children
My Approach: Millionaire Strategies Made Accessible
Through my wealth management experience, I’ve decoded the wealth-building frameworks that most financial professionals keep behind closed doors.
These aren’t theoretical concepts.
They’re battle-tested strategies that transformed my own financial reality and helped hundreds achieve what seemed impossible.
Now, I’m pulling back the curtain on these exclusive wealth-building methods and making them accessible to you regardless of your starting point.
Ready for Your Financial Transformation?
The strategies that helped my clients build generational wealth are now available to you.
Join my newsletter for the actionable frameworks that turn financial confusion into clarity and help you build wealth that lasts for generations.
Your bank account will thank you later,
Fiona
The Millennial Money Woman
