Miranda provides comprehensive financial planning, specializing in working with women small business owners, individual and families in the wealth accumulation stage, and pre-retirees on wealth and risk management. She began her financial career working as a Compliance Associate for an Office of Supervisory Jurisdiction (OSJ) in 2016 and transitioning to a Financial Paraplanner working in concert with advisors in 2018.
Miranda has earned a Bachelor of Arts degree in Economics from the University of Connecticut in 2018. She has successfully completed the series 7 & 66 examinations, as well as, Massachusetts State Life & Health Insurance exams. Currently Miranda is studying for the Certified Divorce Financial Analyst (CDFA®) designation.
Miranda resides in Worcester, MA. In her spare time, she enjoys hiking, kayaking and spending time with friends and family.