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Women in Finance Series
"Widow is a vulnerable title initially. We are grieving and often alone; however, this does not mean we live here forever. There is a time when deep mourning or grieving can subside, and a widow begins envisioning a life path again."
Women in Finance Series
Born and raised in India, Rupa dreamt of opportunities not afforded to girls and those in lower socioeconomic backgrounds. Following those childhood dreams with resilience and grit, Rupa came to the US in her early 20’s on an H1B visa, $200 borrowed cash, and 2 suitcases.
Women in Finance Series
“People who don’t meet the definition of an “ideal” client for other planners find a welcoming, supportive space at my firm—no matter their identity or net worth.” - Bonnie Maize