-About me

Hi, I’m Magda.

I grew up in Paris, built my career in London, and eventually found my home in New York City and Connecticut. Along the way, I’ve spent more than 20 years in financial services—including JPMorgan—before taking a five-year detour into the tech industry.

Then I did something that surprised a lot of people.

I walked away from corporate life to build my own business.

After years of advising clients, leading teams, and climbing the corporate ladder, I realized I wanted something different: more freedom, more flexibility, and more purpose. Like many people making a major career change, I quickly discovered that leaving a W2 job isn’t just a financial decision—it’s a life decision.

Today, I’m a licensed financial advisor, CFA charterholder, Certified Professional Career Coach, and proud fiduciary—meaning I’m legally and ethically committed to putting my clients’ interests first.

Looking back, combining finance with career coaching feels like the most natural path I could have taken. The biggest financial decisions we make are often tied to the biggest life transitions we experience.

Whether it’s changing careers, becoming self-employed, moving across countries, planning for retirement, or starting a new chapter, my goal is to help people navigate those moments with confidence.

Outside of work, life is wonderfully busy. My husband and I split our time between Connecticut and New York City with our energetic daughter, who keeps us on our toes every single day.

One thing that surprises people about me is how passionate I am about financial education.

Growing up in France, it genuinely breaks my heart to see people paying thousands of dollars just to learn the basics of personal finance. I believe everyone deserves access to trustworthy financial education, regardless of their income or background. That’s why I regularly teach free workshops and create educational content—because understanding your finances shouldn’t be a luxury.

At the end of the day, my mission is simple: to help people make informed financial decisions so they can build lives they truly enjoy.

And if we happen to have a few laughs along the way, even better.