Joan received a Bachelor’s of Science in Business Administration, from California State University, Hayward in 1988. She spent several years in the software industry, preparing annual marketing and administrative budgets. Joan began a new career in the financial services industry in 2012, specializing in client relationship management, after having owned a successful wedding planning business for almost a decade. In 2014, she earned the Registered Paraplanner designation through the College for Financial Planning. Joan loves working directly with clients to help resolve any issues that may arise, and truly enjoys getting to know each client on a personal basis.