September Member Spotlight: Equila Financial

Share your company’s mission statement and/or slogan.We provide a comfortable place for people to ask questions about their financial concerns and get straightforward answers and thoughtful solutions that help them connect their money to the meaning in their lives.

In three sentences describe what your organization does, including the services/products you provide.We work with women and members of the LGBTQ+ community, particularly those in STEM fields, to help them become intentional with their money. As a fee-only, fiduciary, CERTIFIED FINANCIAL PLANNING Professional (TM), I provide comprehensive, personalized financial planning to build the financial foundation for whatever comes next in my clients’ lives. We also provide ongoing investment management for those clients who would like us to take care of their money while they live their lives. Investment advisory services offered through Equita Financial Network, Inc. Equita Financial Network also markets investment advisory services under the nameEquilaFinancial

What is your organization’s super power?With degrees in Physics and Astrophysics, and a multi-decade career in the defense industry, I understand the kinds of questions STEM professionals ask, and the analytical way they like to make decisions, because that’s me too!

Why do you choose to do business in New Mexico?This has been my home for 32 years, so it is natural to me to want to help the people in our state. But I can work with clients virtually, even if they are unfortunate enough not to live in the Land of Enchantment.

Why did you join NMTC and/or what do you hope to gain by being part of the membership?I joined NMTC for the Women in Tech Peer group and the Women in Tech Awards, which I have sponsored for a number of years. It is important to me to continue to support women in the STEM fields, even if I have moved on to another (still male dominated!) profession.

Please share one goal you have for your company within the next 12 months.I would like to bring on a temporary intern to give a young person interested in financial planning a chance to experience it first hand.