As a Certified Financial Planner (CFP®), I have more than 25 years of experience helping individuals, families, and small businesses with their wealth management and comprehensive financial planning needs. I combine my skills in retirement planning, investment management, and financial analysis with my passion for enabling clients to reach their financial goals and dreams to provide individualized solutions catered to each client’s particular needs.

You will without a doubt receive the best services I can provide because I have worked extensively with two famous businesses in the United States, received licenses in around thirty-five states, and passed three brokerage qualifying exams.

In addition to her remarkable predictive abilities, Desiree’s track record of financial success speaks volumes about her expertise and acumen. In the past year alone, Desiree’s clients saw a staggering $62 million in profits, a testament to her skillful management of their portfolios and her ability to capitalize on market opportunities. With an impressive assets under management (AUM) totaling $771 million, Desiree’s influence in the financial world continues to grow, attracting investors from all corners of the globe