What inspired you to join Bernstein?
As a child, my grandfather taught me the importance of prioritizing the needs of others before my own. He believed that success should be shared and used to uplift those around us. His words have stayed with me throughout my life and continue to guide my actions, especially when it comes to serving my clients.
When I joined Bernstein, I was thrilled to find a firm that shared my values. The company’s culture of investing in its people and putting clients first inspires me every day. Every person I have met at Bernstein is intelligent, kind and has a strong sense of integrity. We all share the same goal of placing clients first and working together to achieve better outcomes. The level of collaboration and support at Bernstein is distinct in the industry. It's like the entire firm is working together to help me help my clients achieve their goals.
What is the most fulfilling aspect of being an advisor to your clients?
Growing up in an immigrant family, my siblings and I were taught two valuable lessons: to dream big and not limit ourselves from achieving anything under the sun, and to work hard to turn our passions and dreams into realities. Over time, I added a third lesson to this ideology: surround yourself with people who support, challenge and guide you, and do the same for others.
As an advisor, I find it incredibly fulfilling to guide, support and challenge my clients to help them achieve their dreams and passions. I strive to create a safe space for clients to explore how their passions intersect with their finances and help them develop strategies that encourage and support their goals. Whether it’s estate planning, tax planning or articulating their values to others, I am committed to helping my clients achieve their objectives.
If you didn’t work for Bernstein, what else would you be doing?
If I didn’t work for Bernstein, I would want to compose music! I love the way artists can translate their soul into music and share their stories. Creativity for me shows up in my daily life when I am writing, speaking or thinking about how to solve client problems. In a way, being an advisor is like composing music. You start the song by opening and discovering a client’s goals and values and over the course of the song you start to learn their story and guide them through the crescendos and the diminuendos of their song.