Millu takes a holistic approach to financial planning by building a personal plan that reflects the client’s values and life objectives. Millu is a high energy, self-starter and results-driven professional. She guides with integrity and prudency by helping clients achieve wealth, find balance and live a meaningful life. When Millu’s father, a business owner, passed away her mother was suddenly left to figure out the state of her financial affairs. After seeing her mother’s frustration and shame with learning to navigate the financial world, Millu vowed to make it her mission to educate women to take charge of their financial lives. Many of her clients are strong accomplished women that have gone through life changing events like divorces, health issues or death of their spouses. Based on the core issues that many women face she has designed a unique process that enhances the planning experience for women. Millu’s diverse heritage and business acumen have shaped her into a passionate, charismatic and insightful financial planner. Together with her husband Gerardo they have raised three children in Woodland Hills. As a family they enjoy traveling, hiking and trying new outdoor adventures. Millu is a devoted yogi and on weekends loves to cook with her daughter Mel.
The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a fee to participate in the Women’s Choice Award Financial Advisor Marketing Program. WomenCertified Inc., home to the Women’s Choice Award, awards businesses, brands and services based on high recommendation ratings by female consumers. The Women’s Choice Award represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit www.womenschoiceaward.com.