01/26/2026
Meet the advisor 👋
Hi, I’m Cecilia
I’m a mom of two and an Independent Advisor specializing in holistic planning for families.
A few things about me:
✨ I believe planning should feel simple, supportive, and stress-free - not overwhelming.
✨ I focus on the full picture: insurance, investments, saving for your kids, future planning, and building long-term security for your family.
✨ I’m passionate about community, connection, and helping people feel confident about their financial decisions.
✨ Before becoming an advisor, I spent 10+ years as an entrepreneur in the beauty industry, which taught me the importance of independence, systems, and showing up for yourself.
✨ I’m the founder of Rise Together Network, a space for women to connect, grow, and support one another.
✨ When I’m not meeting clients, you’ll find me with my kids, hosting events, creating content, or drinking coffee somewhere in Windsor-Essex ☕️
My mission?
To help families and women feel prepared, protected, and empowered - in their finances and in their lives.
If you’re new here, welcome 🤍
I’m so happy you’re part of my corner of the internet.
Here for questions, conversations, and clarity any time.
Cecilia ✨