Recognition and awards
Forbes America’s Top Women Wealth Advisors (2020, 2021)
Forbes’ Best-In-State Wealth Advisors (2023)
Experience
Founder, Wilusz & Associates, Private Wealth Advisor Practice of Ameriprise Financial (2004-2022), Certified Financial Planning Practitioner©
Education and designations
Current student, Master of Science, Advanced Financial Planning, College of Financial Planning, expected matriculation 2025
Bachelor of Arts, UC Berkeley, 2000, Phi Beta Kappa
On going educational designations
Chartered Retirement Planning Counselor™, Accredited Wealth Management Advisor™, Accredited Portfolio Management Advisor ™
Professional development and leadership
President and Chairwoman of the Board, Financial Planning Association of San Francisco (2018-2019)
UC Berkeley Extension Program Certified Financial Planning Program Advisory Board (2016- present)
Northern California Financial Planning Association Presidents' Counsel (2019)
Community service
Pro bono planner and committee member FPA San Francisco, Financial Planning Day (2012-current)
Pro bono volunteer and educator, Foundation for Financial Planning
Docent, Armstrong State Park, Guerneville, California