Media
Words to Live By
Client Experience Professionals
Team Members
About
Barbara is a multifaceted financial advisor who seamlessly balances the worlds of finance, motherhood, and wellness. As a dedicated mom and certified yoga instructor with over 15 years of industry experience, she brings a unique perspective to wealth management and understands the importance of aligning financial goals with the values of family and personal well-being.
Beyond number crunching, Barbara guides clients towards a harmonious financial future – incorporating mindfulness into the wealth management journey. This dynamic combination makes Barbara not just a financial guide, but a source of inspiration for those seeking a holistic approach to prosperity.
Barbara enjoys walking and hiking in the Bay Area, cooking, music, and entertaining family and friends.