Chloe joined Shorelight Wealth Group in 2021 after earning dual Bachelor’s degrees from UC Berkeley. She passed her Series 7 and Series 66 exams in 2022 and is currently studying for the CERTIFIED FINANCIAL PLANNER™ exam.
Outside of her professional pursuits, Chloe is an enthusiastic reader, puzzle solver, and board game aficionado. She has a particular fondness for the NYT mini-crossword and Wordle. You might also spot her at local trivia events around San Diego County.