MainStreet Financial Planning | www.mainstreetplanning.com
| vida@mainstreetplanning.com | (818) 687-2317
About: Vida is a Financial Planner at MainStreet Financial Planning, where she uses her life and work
experiences to help clients develop an action plan for a vibrant and healthy financial life. Vida is a Certified Financial Planner™ professional with a Master of Science degree in Investments and over 15 years of experience as a Financial Planner, Wealth Advisor, Pension Consultant, Trust Officer, and Portfolio Manager. In addition, Vida has personal experience with struggling and succeeding to reach milestones such as purchasing a home, putting kids through private school, saving for college, achieving debt free status, saving for retirement, raising a family on a single income and many more.
Helping people is what makes Vida happy. In high school she wanted to be a nurse and graduated with a nursing scholarship in hand but she found that she did not like blood and guts...so she had to pivot. Vida saw her parents always worry about money, that is why she decided to study investments instead so she could help people have worry free finances. Now she likes to think of herself as your money nurse. Money, much like health, can be confusing and complex. Vida walks with clients to help them understand their financial vital signs and improve them so that they can achieve their goals.
Volunteering is a strong part of Vida’s commitment to helping people. Currently, she is a Pro Bono Financial Planner for people in need of financial advice who can’t afford it.
Specialties: Vida offers specialty services geared to help business owners get organized, reduce risk and build wealth outside of their business.
Quote: “People will forget what you did, they will forget what you said, but they will never forget how you made them feel.” — Maya Angelou
Connect: Contact Vida at vida@mainstreetplanning.com or at (818) 687-2317 or visit her website below!
MEMBER SINCE JULY 2021
Advisory Services offered through Summit Financial Consultants, Inc. a Registered Investment Advisor.