As an Associate Planner, Petra works closely with our Relationship and Client Managers focusing on financial planning and portfolio management. Before her transition to Associate Planner, she worked as Client Service Associate at CPWM where she specialized in back office support of nonprofit organizations, trusts, families, and individuals. Prior to joining the firm, Petra worked for Private Client Service division of Kibble and Prentice. Petra has a certificate in Personal Financial Planning from UCLA and holds the Series 65 license.
Petra graduated from the University of Ljubljana with a degree in business. She speaks three languages fluently and enjoys traveling, Pilates, and spending time with her family.
“The size of your dreams must always exceed your capacity to achieve them. If your dreams do not scare you, they are not big enough.”
– Ellen Johnson Sirleaf