My financial advisor Francine Lai has helped me so...

My financial advisor Francine Lai has helped me so much over the past few years! I was new to saving/investing (and nervous) but she helped me understand the complexities of different retirement and savings funds and how much to contribute to each based on my situation and goals. She's been my side through big life changes (e.g. switching jobs, moving, going back to school) and helped me manage my financial situation during these times. I'm in a much better place financially thanks to her and couldn't imagine a better experience and partner to work with!