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Parents guide about us 0a6b55fbbfbf78aa9553bff9827f7345a03151839c1ad84ffb83f674be87eb30
Message from Founder & CEO

I'm a mom who spent 10+ years working as a Wall Street executive immersed in the financial services industry. Now my passion is telling the truth about how the industry really works -- and how to make it work for you.

Navigating financial matters takes a ton of time and can often feel daunting. Everyone struggles, even people who you’d never guess would struggle.

AboveBoard gives you the knowledge and support that you need to make the decisions that are right for your family.

Warm Regards,
Wallis Tsai