I work closely with clients to help them define and achieve their most important financial goals in retirement. My role is to bring clarity to complex decisions and deliver advice that is strategic, personalized, and rooted in deep expertise. I advise on everything from preserving and protecting assets to optimizing tax efficiency, planning for wealth transfer, and maximizing the impact of charitable giving.
I enjoy this profession as it offers a rare combination of technical depth and real human impact. I am a problem solver. It is deeply rewarding to apply knowledge in a way that helps our clients make financial decisions with confidence and avoid costly mistakes. I take great pride in helping our clients and their families reach meaningful life milestones. Supporting their success is more than just a professional duty – it is a privilege.
As a lifelong learner, I stay on top of evolving tax laws, planning strategies, and industry insights so I can deliver the highest level of advice. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and I also hold the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations. These credentials reflect my commitment to excellence and to serving high-net-worth individuals with care and integrity. I am an active member of the Investments & Wealth Institute™ and the Boston Estate Planning Council (BEPC).
I co-founded Safir Wealth Advisors with Ted in 2017, having spent 3 years prior with Safir Investments. I am a graduate of Harvard College and live in Boston’s South End.