Where Finance + Technology Meet

Hi! I’m Rochelle a Wealth Technologist, focused on helping individuals and organizations build, manage, and sustain wealth through practical, results-driven financial solutions. Drawing from my background in technology, I work at the intersection of finance and technology, leveraging innovative fintech platforms and emerging tools by combining sound financial fundamentals with modern, technology-enabled strategies.

Articles

Three Easy Ways to Better Manage Your Small Business Taxes

Small business owners can save a great amount of money, time, and energy with three easy better tax planning steps.

Auto Insurance Fundamentals

Making sure that your vehicle, family, and personal assets are covered should be a key factor in the deciding on which auto insurance coverage works best for you.

Saving for College with a 529 Plan

The cost of higher education can be expensive and is steadily increasing. A 529 plan is designed to help fund future education expenses.

Due Diligence and Valuation Process When Buying a Business

Buying a business includes examining detailed information regarding the business operations and finances, also known as due diligence.

7 Ways to Minimize Your Monthly Expenses

Take control of your finances by reducing your monthly expenses to have extra money each month.