Scarlett is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst® (CIMA®). She has an MS degree in Finance from Drexel University and a Graduate Certificate in Taxation from American University.
Scarlett believes that trustworthy financial advice comes from an objective and holistic point of view. She always has a passion for helping people live a better life. Her passion also motivates her to constantly look for opportunities to expand her knowledge and skills. As a first-generation immigrant, Scarlett well knows how to adapt and thrive when facing uncertainties. Her caring nature, lifelong learning mentality, and problem-solving skills help her understand clients’ goals and fears and develop a plan that gives them confidence and clarity.
In her spare time, Scarlett can be found in a barre studio. She also enjoys painting and trying new recipes with her husband.
