As a financial advisor, Yisha has dedicated her career to helping individuals and families turn their financial aspirations into reality. Having been in the industry for over 10 years, she knows that true wealth planning goes beyond only investment management; it requires holistic, forward-thinking strategies across all areas of personal finance. Through the seamless coordination of a multi-disciplinary team of experts, Yisha provides her clients with a sophisticated "big picture" approach to their financial journey, instilling confidence and direction as they build toward their future and legacy.

Yisha is a CERTIFIED FINANCIAL PLANNER™ and holds a bachelor’s degree in economics from the University of California, Los Angeles. In her free time, she enjoys spending time with her family, friends, and her dog, Benton.