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Edcelyn Pujol, BS, CFP®

Certified Financial Planner™

Edcelyn began her career in financial planning in 2003 when she realized that her passion was to make a positive impact in people’s lives and help them achieve their goals. All the advice and planning she gives her clients are in their best interest. She creates trust and ensures they’re receiving the best advice possible.

In a former career, Edcelyn was a Project Manager (PMP) and consulted with large and small companies managing software development and implementation.

She is most proud of being recognized as 100 Most Influential Filipina Women in 2012 and Keeper of the Flame in 2013, from Filipina Women’s Network, a non-profit international advocacy organization for women. Edcelyn is a past Board member of the Filipina Women’s Network.

Community service is important to her. She had worked with the San Francisco District Attorney’s office on an anti-bullying campaign and volunteered with the San Ramon Education Foundation’s Run for Education fundraiser for five years on their planning committee. Currently, Edcelyn advocates for the consumer as a member of the Dental Hygiene Committee of California, appointed by Governor Jerry Brown in 2016.

When she is not working or giving back to the community, Edcelyn stays busy with cooking, working out, traveling, hanging out with family and friends, and exploring the wine country.

Edcelyn's Specialty: Cash Flow Management

You can be broke at any income level.

The reason being that it is not how much money you make, but how much of it you keep. Addressing behavior to hopefully ensure that your expenses never exceed your income is part of the comprehensive, values-based financial planning we provide.