The faces of entrepreneurship and wealth holding are changing as women make gains in both facets of economic life. These shifts are affecting how they’re managing money — and who they turn to for help.

Her sense of adventure and interest in new experiences led her from her upbringing in Ohio to now nearly four decades living in the Capital Region. It’s also what led her to shift from a 36-year career working in nonprofits to building the new Nevada County Economic Development Office from the ground up as its first program manager. Throughout her career, Parker says, she has felt an openness to learning new things.

After more than 20 years at KeyPoint Credit Union in Santa Clara, Nabhani joined SAFE Credit Union in 2016 as executive vice president and chief credit officer, overseeing their lending programs. In January 2023, she became the first female president and CEO in its 85-year history. “I’m really excited this year about where we are as an organization,” she says. 

Despite polls showing overwhelming public support for teaching financial literacy skills to school students, prior to the passage of McCarty’s bill California had no statewide requirements around financial literacy courses in the schools. As a result, the infrastructure that does exist around this has largely been developed through the initiatives of a few banks and some forward-looking schools. 

In my 30-plus years providing financial advice, I’ve worked with many people who have reframed retirement in order to make it work for them. Here’s what I’ve learned.