Cecilia looks to the future of financial planning. She combines her passion of building relationships with her math mind to help clients plan for their own financial independence in the here and now.
Cecilia joined EVOadvisers 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 leadership teams for the Virginia Tech Chapter of the Financial Planning Association (FPA), Finance for Females, and the Mixed Student Alliance. She’s a member of the National Association of Personal 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 walking alongside clients as they 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.
When she isn’t running tax projections or providing financial planning and investment analysis to clients, you can find Cecilia at a local brewery, listening to podcasts, or hiking trails in Shenandoah National Park where she also volunteers.
Cecilia is a native of Powhatan and excited to be back in the area with the EVOadvisers team!