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Autumn Lax, CFP®, AIF® has over 12 years of experience in the finance industry, serving Young Professionals, Pre-Retirees and High NetWorth families. She is a Certified Financial PlannerTM, Accredited Investment Fiduciary (AIF®), Wealth Management SpecialistSM and holds a Bachelor’s degree from the University of California, San Diego.
1. What is one fun fact about you that not that many people know?
I love baseball.
2. Who inspires you the most and why?
My kids, every single day. They have such a fresh perspective on the world. I love seeing it through their eyes and how they look the world and think about things.
3. What books are you reading now or have read and loved that you’d recommend?
The Storyteller’s Secret: How TED Speakers and Inspirational Leaders Turn Their Passion into Performance by Carmine Gallo
4. What is one actionable tip or piece of advice that you can tell our moms out there to help them on their financial independence journey?
I have to say putting a financial plan in place is the way to start. Even if it doesn’t have to do with how much you’re investing or how much you’re saving here or there, getting that roadmap and that vision of what you should be doing for your specific situation is important.
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