Financial professionals value the Certified Senior Advisor (CSA) designation for advisors dedicated to supporting aging adults. With their specialized knowledge and expertise, CSAs can identify tailored solutions that address seniors’ unique needs.
These professionals possess comprehensive experience in key areas that impact seniors, including health, social challenges, financial concerns, and legal matters. Many CSAs work alongside financial planners, attorneys, and healthcare providers to help seniors make informed decisions.
CSAs adhere to a strict code of professional responsibility. It requires them to prioritize the needs and well-being of the seniors they serve. If you need a trusted expert who understands the challenges of aging and will act in your best interest, a CSA can provide you with the confidence and support you need.

They help you understand different care options, ranging from in-home caregivers to independent living, assisted living, and memory care facilities.
CSAs provide information on how to navigate the financial aspects of aging, including long-term care insurance, retirement resources, and basic elder law concepts.
They are trained in family dynamics and communication strategies, helping you and your parent manage the emotional transitions that often accompany aging.
Instead of you spending countless hours researching communities and figuring out Medicare paperwork, a CSA acts as a knowledgeable guide and advocate, streamlining the vetting process.

In addition to a career, in 2018 I became the primary caregiver for my mom with Alzheimers/Dementia. My 20+ years in film and television taught me how to problem solve, be creative, and embrace innovation. In 2024 I became a Certified Senior Advisor. I apply the skills and lessons learned working with Fortune 500 companies and startups to working with individuals and families navigating the "second phase" of life. I have a collaborative, "interprofessional" approach - leveraging relationships with specialists in elder care including estate planning, aging in place, realtors, financial planners, Hospice, Medicare and Long Term Care Insurance. I'm your quarterback calling the plays and managing the team.
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