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Possessed of a wealth of experience and a proven ability to deliver
successful financial plans including investment and insurance advice.
Accomplished in educating and motivating clients to become active members
of their own financial team, enabling comprehension and self-confidence.
Dedicated to a collaborative approach with advisors to ensure highly
customized plans and products that best suit clients’ goals and
risk tolerances.
AREAS OF EXPERTISE
Comprehensive Planning – Investments – Insurance
PROFESSIONAL EXPERIENCE & SIGNIFICANT ACHIEVEMENTS
Cabourne & Associates, Founder, 2000 -- Present
Providing comprehensive financial services and advice
Chaffey College, Adjunct Professor, 2006 -- Present
Teaching “Introduction to Personal Financial Planning” and
“Introduction to Investments”
Public Speaking
• Beijing, China - U.S. Enterprises Business Networking Event, November 2006
• Upland Chamber of Commerce, Home Team, May and June 2006
• Congressman Baca’s Women’s Expo, March 2006
• Cal CPA Society, October 2003, October 2004, June 2005
Publications
• “The Paper Trail,” Senior Market Advisor, January 2005
• “Be Brave
and Face Reality,” Boomer Market Advisor, February 2005
• “In
Educating Clients, Ancient Wisdom Holds True,” Journal of Financial Planning,
May 2005
(The “Dollars to Sense” Workshop tailored for women is
no longer being offered.)
Honors
ANITA Award 2007 – NAWBO Inland Empire Chapter
PROFESSIONAL ASSOCIATIONS & AFFILIATIONS
Financial Planning Association, Member, 2003 -- Present
National Association of Women Business Owners (NAWBO) - Inland Empire Chapter;
Past President 2006-2007, Public Policy Chair, Member, 2002 -- Present
Society of Certified Senior Advisors, Fellow Member, 2002 -- Present
Pomona Valley Estate Planning Council, Member, 2008 -- Present
CIVIC ACTIVITIES
Camp Fire USA, Mt. San Antonio Council, President, 2005 -- Present
University of La Verne College of Education and Organizational Leadership
“Circle of Friends,” Founding Member, 2005 -- Present
Upland Chamber of Commerce, Ambassador and Member, 2004 -- Present
Holy Name of Mary, Active Parishioner, 1993 -- Present
EDUCATION
Continuing Education to fulfill licensing and designation requirements, Ongoing
BS (Honors) Organizational Management, University of La Verne, 2000
AA (Certified) Business Administration, Los Angeles Valley College, 1983
PERSONAL
Married to Ron. Interests include cooking, travel, and public policy. Enjoys
playing golf, reading, and entertaining family and friends.
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