She began her career in financial services as a Client Service Associate and Credit Specialist, where she built a solid foundation in relationship management. She later advanced into a Financial Planning Analyst role, giving her a well-rounded perspective on wealth management. She holds a B.A. in Economics from Loyola Marymount University and an MBA in Finance from California State University, Los Angeles.
Outside of the office, Simone enjoys exploring LA’s hiking trails, experimenting with interior design, and discovering new coffee shops. She brings the same curiosity and creativity to her personal life that she applies to helping clients achieve their financial goals.
