Modern Wealth Collective®

My story started before I was born. I am the proud daughter of Filipino immigrants; my parents came to the U.S. in hopes of achieving “The American Dream”. They faced discrimination and had to assimilate in order to fit in the neighborhood I grew up in. Despite their hardships, I watched them start with little to their names to becoming successful business owners. Though they worked hard to create the life they wanted, my parents did it all on their own without much financial guidance. The stress of having to figure it out themselves inspired me to take my own journey of entrepreneurship and help others thrive in the lives they envisioned. I graduated from the University of San Diego with a degree in Business Administration/Finance, then started my career as a wealth advisor with a larger firm in San Diego. As a female advisor of color, I had my own set of challenges for not looking like my white, male colleagues. Nonetheless, I built a successful business and realized that in order to give other women of color representation in the money space that has for so long overlooked them, I took a leap of faith and opened my own firm in 2018. Thus, Modern Wealth Collective® was born.