Paulette is a Licensed Financial Professional who coaches clients to achieve financial stability, feel in control of their circumstances and develop positive relationships with their family and community.
After 18 months volunteering with the WRC, Paulette chose to join the team. She leveraged 20+ years of financial services to help women sleep better at night with less anxiety about financial uncertainty and their future. Anchored in a Co-Active coaching philosophy, she helps women remember that they are creative, resourceful and whole. Through personal connection and objective financial assessments, her clients identify personal goals, take incremental positive steps, stay accountable and gain long term independence for themselves and their families. She has helped shape the WRC Financial Stability Program through participation in the Program Committee and the upcoming Diversity, Equity, and Inclusion Committee.
She worked at Vanguard for 17+ years in a variety of roles from International and Domestic Sales to Management in the High Net Worth client division and the 401k arm of the business. Most recently, she gained exposure to estate planning, the insurance industry, and issues faced by small business owners as a Partner at JKJ Financial Services in Newtown.
Paulette has lived in Wayne PA since age 7 and graduated from Radnor High, Penn State, and Villanova where she earned her MBA. As a native Spanish speaker born in Puerto Rico, she has supported Hispanic communities through English language training and tax preparation. Paulette is excited to join the WRC as a Financial Stability Coach and channel her energy to help women in need.