Cecilia looks to the future of financial planning. She combines her love of relationships with her math mind to help her clients plan for their own financial independence in the here and now.
Cecilia joined EVOadvisors as an intern in 2018 and was quickly promoted to Associate Financial Planner. She is a graduate of Virginia Tech’s Pamplin College of Business where she served on the leadership teams for the Virginia Tech Chapter of the Financial Planning Association and Finance for Females. She’s a member of the National Association of Financial Advisors (NAPFA) and plans to sit for her CERTIFIED FINANCIAL PLANNER™ designation in 2019.
Client meetings are her favorite part of the job. It’s about reconnecting and helping clients maneuver and ultimately eliminate financial obstacles that restrict their lives. She finds joy in educating clients on the power of wealth which is not often always about the numbers.
She believes in a cash flow approach, geared toward millennials and younger people. Retirement is becoming a thing of the past and Cecilia wants to help her clients navigate the ever shifting changes.
When she isn’t running tax projections or providing financial planning and investment analysis to clients, you can find Cecilia listening to podcasts while hanging in her hammock or hiking trails in Shenandoah National Park where she also often volunteers.
Cecilia is a native of Powhatan and excited to be back in the area with the EVOadvisers team!