Uncover Abundance
Experience Confidence
Relax into Knowledge


I am Katerina Nguyen, a Financial Planner and a QuickBooks Consultant. I am also a Money Educator, teaching individuals and business owners how to manage their finances in an organized and effective way. I help you build a healthy relationship with your money, creating a firm foundation for abundance. 

I am an MBA graduate with a BSBA degree in Finance, and a certified QuickBooks ProAdvisor. I have been working with money as a Financial Analyst, Accountant and a Financial Planner for ten years. I am located in the East Bay, California.

As a Financial Planner I offer you a sense of confidence by helping you get a clear vision of your financial well-being, set and achieve your money goals, and stay on track moving towards what you set out for yourself.

As a QuckBooks Consultant I offer you peace of mind by setting up your books, keeping them, generating forecasts and reports to help you stay on top of your finances so you can concentrate on growing your business.

As a Business Consultant I offer you a sense of being in control by helping you run your office more effectively, cut your overhead costs, organize your financial system,  and create tools to measure work performance.

Money, when managed well, can increase your confidence and provide greater opportunities for generosity and growth.

Let's grow together!

Financial Planning and QuickBooks Consulting