Certified Financial Planner (TM) & Owner of Strategy Squad. We help busy families protect & grow their wealth through financial planning & investment management
Oakland, CA
Joined March 2009
- Tweets30
- Following319
- Followers177
- Likes174
Learn more about Rosie Rios, an incredible leader, a Bay Area native, and former U.S. Treasurer who has used her powerful position to put a woman in on U.S. currency for the first time in… instagram.com/p/BwIWQT0lktU/…
Check this slide from today's 🔥 keynote presentation by Rosie Rios, former U.S. Treasurer , at #LWVO2019 luncheon instagram.com/p/BwIU2ndl_sZ/…
REMINDER: You have a few more days left to make contributions to a traditional IRA or Roth IRA for the 2018 tax year. Max contributions to these IRAs for 2018 are $5,500 per individual, or $6,500 if age 50 or older. Deadline is April 15!! #Retirement #RetirementPlanning #NestEgg
Are you ready to shatter your financial glass ceiling? Women have been breaking the glass ceiling in the workplace, but these unofficial barriers still exists when it comes to women… instagram.com/p/BwCsEHUlRXN/…
Tips for turning your weekends into vacations w/o spending more $$$ #mindfulness wsj.com/articles/turn-your-w…
House Speaker Congresswoman Nancy Pelosi visited our the.wing family in SF last wknd. We we're thrilled to hear her stories of leadership, motherhood, and encouragement for more women to… instagram.com/p/BvMnzMPl1Qw/…
Our hearts go out to McElhaney family for the loss of their son Victor. He was a native son of #Oakland and part of our #USC family. Rest in Power!
via @EastBayTimes: 'Oakland City Councilwoman’s son fatally shot in Los Angeles' - bayareane.ws/2J6iQW4
Sending prayers and love to our BWOPA Sister @LynetteGM and her family during this very tough time.
How to give yourself an insurance audit in your 50s & 60s #insurance #financialplanning #BabyBoomers
Nicole Middleton, CFP® retweeted
I love this mashup but I’m re-framing it so you can get a glimpse of some of the women behind this woman. Grateful to my dedicated A team and the committee staff for the diligent preparation that went in to yesterday’s hearing #inthistogether #shinetheory @RashidaTlaib @AOC
Nicole Middleton, CFP® retweeted
Bet on us! Communities of color are the fastest growing populations but are the least funded by philanthropy. -Community & Ethnic Media panel at @knightfdn Media Forum #infoneeds – at Miami, FL
Nicole Middleton, CFP® retweeted
We’re very excited to share @bridgettmdavis’s piece on the Numbers' legacy of empowerment within African American communities, as well as her own personal history. We promise it's worth one of your free @nytimes articles! Check out the full story at ow.ly/g4LR30nRjwO #AAHM
Happy Lunar New Year! We're enjoying learning more about this joyful cultural celebration from our global family colorlines.com/articles/luna… #YearOfThePig
"3 questions to ask yourself about everything you do" @staceyabrams inspiring #TedTalk even better than her rebuttal of the #SOTU ted.com/talks/stacey_abrams_… via @TEDTalks
Nicole Middleton, CFP® retweeted
Happy Rosa Parks Day ✊🏾 Don't give in! Believe in yourself and all the things you're fighting for. Keep pressing on! #BlackHistoryMonth #MondayMotivaton #RosaParks #RosaParksDay #ufscsfbayarea #ufscnet
Timing the markets as an investor could really cost you. This article helps put this idea into perspective. #investing retirementresearcher.com/occ…
Instead of comparing yourself to others, try making a gratitude list of everything that brings you joy fastcompany.com/90290874/why…
The POWER of A PLAN! A client couple in SF worked w/ us at the end of '18 on a comprehensive financial plan. They wanted to be homeowners, & needed a plan to get there. We ran the numbers, & showed them the pros & cons of renting vs. owning in the Bay Area! It just made sense.
Nicole Middleton, CFP® retweeted
#IMarchFor gender-based wage gaps. nationalpartnership.org/our-… #WomensMarchOakland2019 #WomensWaveOakland #WomensWave #WomensMarchOakland #WomensMarch2019 @WomensMarchOak – at Oakland, CA
