Financial Consultant, CDFA
Nora brings more than two decades of experience in financial services to her clients at Stonebridge Financial Group. Focusing on women’s financial needs, Nora helps clients analyze their existing holdings and develop more efficient, specialized, strategic portfolios. Her comprehensive approach towards financial planning incorporates all of her clients’ life factors beyond their finances. During Nora’s 20-year career on Wall Street she was known for her ability to identify risk, which helped her assess and match clients’ needs with their financial goals. After going through her own divorce and realizing it was one of life’s biggest turning points, she decided to focus her practice in the area of divorce financial planning. Nora focused on her client’s immediate and long-term financial wellbeing, based on the specific needs and changes resulting from divorce – which can affect investments, property, insurance, education, healthcare, long-term care and other financial responsibilities. She determined there was a need for financial guidance tailored to life-changing events, and became a full-time financial professional in 2018. Nora holds a BA of Communications and has obtained the Certified Divorce Financial Analyst designation. She lives in Marin County, California where she successfully co-parents her three children.
California Insurance License #0M81352