Nita brings a unique analytical perspective to financial planning, leveraging her background as a former network engineer. After transitioning into the industry over three years ago, she is currently completing her hours toward the Certified Financial Planner (CFP) designation. Nita is passionate about aligning clients’ wealth with their deepest values. Whether they are navigating retirement, tax strategies, investment planning, insurance planning, estate planning, or cash flow management, she meets clients wherever they are in life to build comprehensive, personalized financial roadmaps.