1:1 investing coaching for first-generation professionals and immigrants. Whether you want conventional or halal investing, I'll guide you step-by-step from opening your first account to building long-term wealth.

Former CPA and Berkeley Haas MBA with experience at Amazon and high-growth companies. I've been where you are—first in my family to invest.
Choose conventional index funds (VOO, VTI, SPY) or Shariah-compliant ETFs (SPUS, SPTE, HLAL). Build wealth aligned with your values.
Make your first investment on a live call with me. Open your Roth IRA, buy your first ETF, and set up automatic contributions—all with guidance.
Learn index fund investing, tax optimization, and portfolio building. Build generational wealth with a proven strategy—not get-rich-quick schemes.
Understand the unique challenges of first-generation professionals and immigrants. Navigate family obligations while building your own financial future.

3 x 60-min coaching sessions. Learn how the stock market actually works, open your account, make your first investment, and set up automation. Choose conventional or halal investing.
3 x 60-minute coaching sessions
Open Roth/Traditional IRA or 401(k)
First investment (live on call)
Conventional OR halal options
Personalized investment plan
5 x 60-min sessions. Everything in Kickstart PLUS tax optimization, portfolio building, debt strategy, and 3-month support.
5 x 60-minute coaching sessions
Tax optimization (401k, Roth, HSA)
Portfolio diversification strategy
Debt + investing integration
Slack/WhatsApp support + check-ins
7 sessions + 3 monthly check-ins. Complete 3-year roadmap, salary negotiation, income acceleration, and 6 months of support.
7 sessions + 3 monthly check-ins
3-year wealth roadmap
Salary negotiation strategy
Income acceleration plan
Priority support (24hr response)