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

Current student, Master of Science, Advanced Financial Planning, College of Financial Planning, expected matriculation 2025
Bachelor of Arts, UC Berkeley, 2000, Phi Beta Kappa

Professional development and leadership

Chartered Retirement Planning Counselor™, Accredited Wealth Management Advisor™, Accredited Portfolio Management Advisor ™

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