Experience

Founder, Fiat Lux Financial Planning, 2024

Founder and President, Wilusz & Associates, Private Wealth Advisory Practice of Ameriprise Financial (2004-2022)

 

Education and Designations

Bachelor of Arts, UC Berkeley, 2000, Phi Beta Kappa

Master of Science in Advanced Financial Planning, College of Financial Planning, expected graduation 2026

Certified Financial Planner©

Chartered Retirement Planning Counselor™

Accredited Wealth Management Advisor™

Accredited Portfolio Management Advisor™

Accredited Behavioral Finance Specialist™

 

Recognition and Awards

Forbes America’s Top Women Wealth Advisors (2020, 2021)

Forbes’ Best-In-State Wealth Advisors (2023)

Ameriprise President’s Council (2005-2022)

 

Community Service

Treasurer and Past President, Financial Planning Association San Francisco Chapter

Academic Advisory Board Member, UC Berkeley Extension Financial Planning Program

President, Northern California President’s Council, Financial Planning Association

Pro bono planner and committee member, FPA San Francisco, Financial Planning Day

Volunteer and educator, Foundation for Financial Planning

Docent, Armstrong State Park, Guerneville, California