Desirae carries 5 years of experience in mortgage banking, 2 years in fixed-income securities and 4 years in M&A (Mergers & Acquisitions). She graduated from California State University, Los Angeles with a B.S. in Business Administration with a focus in Management and minor in Economics.
Growing up in poverty, having a diverse background in different banking verticals and founding her own FinTech start-up prepped Desirae in a way that she’s able to provide a unique perspective on financial advisement and wealth planning.
Coming from a large family of 7 and paying her own way through college, Desirae is very compassionate and strategic when assisting individuals and families. From basic budget planning to retirement planning and wealth management, Desirae strives to help all families and individuals exceed their financial goals. She quotes ,“I understand the struggle. However, financial preservation and success is attainable.”
Well versed in the financial issues that business owners face, she is adept at creating financial strategies and beneficial programs that include; tax qualified retirement plans, group health plans, disability income plans and life & long term care insurance coverage — helping business owners balance day-to-day operations and long-term growth at both the employee and business level. It is through her knowledge based advisement and strategies that empower her clients to achieve their financial dreams.
Desirae resides in Culver City with her Fiancé and fur baby. She loves socializing, cooking, traveling and spending time with family and friends.