This interactive workshop will address the practical aspects of financial health as well as the philosophical underpinnings of the financial system that have historically kept women locked out or uninterested in participating. You will be guided through a process to investigate your personal and familial money story as well as tap into your wisdom and deeper values around money. Holly will address innovative investing concepts, how to create a financial roadmap aligned with your core values, and how to fully become the source of your financial wellbeing and sustainability.
Holly Ruxin founded Montcalm TCR, a female-led wealth management firm in San Francisco combining over twenty years’ experience in risk management on Wall Street with a transparent process that empowers clients. She formed Montcalm on the belief that disenfranchisement should not be the norm, as everyone deserves a financial institution they can trust; where every question is welcomed and encouraged, and where clients feel at home. No matter the size of your abundance, participating in a healthy socioeconomic structure is the path to all advancement. Providing people with the tools to feel empowered and in control of their finances is imperative to a better humanity. Holly has an extensive background in finances having begun her investment career at Goldman Sachs in the fixed income derivatives division, where she learned indelible lessons about risk management and cultivated an expert understanding of money. She later managed assets and led private client teams at Morgan Stanley, Montgomery Securities, and Bank of America.