Felicia Gopaul, CFP®
Helping Female Professionals Master Their Money
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Serving Clients Nationwide
Helping Female Professionals Master Their Money
Areas of Focus
- Budgeting
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
- Women & Wealth
About Felicia Gopaul, CFP®
Hi, I'm Felicia Gopaul. Fresh out of college, with a degree in criminal justice - of all things, I joined an estate planning team preparing estate tax returns for millionaire clients. Fortunately, I had followed my dad’s advice and minored in business.It was an eye-opener. What I was reporting to the IRS was very different from what I had seen growing up in a military family. Those millionaire clients were doing something profoundly different from my parents.
It wasn’t just the dollars and scale that were different, but they weren’t following the American Dream script I had been raised to believe in. You know the one that started (and ended) with “graduate from college, get a good job, work hard, and then retire.”
The ease, of being to make their own choices; the freedom, of not being tied to an employer’s dictates; and the peace of mind available when your money was working for you, made a deep and lasting impression on me.
My experience at that law firm was pivotal. It was the key to a change from what was predictable for my life. It became the springboard to personal finance, money, and the pursuit of financial freedom.
From accounting to personal finance
The jump from accounting to personal finance may seem natural to an outsider but was a chasm when you take into account the shift in mindset necessary to make the leap. No longer was I working just for a paycheck, but instead those millionaires showed me what was possible when your money worked for you.
Having your money work for you, was so different from what my parents had taught me.
Dad worked hard, Mom worked hard, and I was shaping up to be a hard worker too!
Hard work was a family thing. If you looked at my family tree you would find a tree full of hard workers.
But as I saw with my family, hard work didn’t necessarily lead to financial freedom. And I wanted the ease, freedom, and peace of mind that financial freedom provided.
It seemed like those millionaires had an insider secret. But it turns out, the secret wasn’t really a secret.
So I set about learning more about money. and the answer to “How can I get my money to work for me?” As a good student, I read books, took courses, obtained the CERTIFIED FINANCIAL PLANNER designation. I saved, invested, paid off debt, and I still wasn’t financially free.
It wasn’t until a friend shared with me that I needed to create an income stream to replace my hard work that a light bulb went off for me.
Financial freedom wasn’t tied to my labor. It was tied to shifting my mindset from working hard to creating money generating income.
Easier said than lived. I get that. But what an exciting journey it will be.
Nowadays, I am building a community of women who are confidently independent with their money (with or without a partner). Together we are traveling the world, living our true purpose while raising the next generation to thrive as our legacy. Won't you join us?
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
Irvine, California
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. I am looking forward to meeting with you (and your significant other if applicable). There is nothing to do and nothing to bring. This is simply an opportunity to meet to see if we have a basis for working together. I look forward to speaking with you.Offers Investment Management
Yes
About Financial Control Mastery
Join a community of women who are confidently independent with their money (with or without a partner).Together we are traveling the world, living our true purpose while raising the next generation to thrive as our legacy.
Won't you join us at Financial Control Mastery?
What would your finances have to look like to devote your time and resources to those things that are dearest to your heart? What would your descendant's futures look like if you left them both your financial knowledge and assets? Assets that no one could ever take away!
It would be pretty amazing, wouldn’t it?
Yet many women aren’t on track to achieve that level of financial peace in their lives. Or to leave a lasting legacy to their families.
Instead they leave behind debt, worry and uncertainty.
✔️ CLIENTS I SERVE:
Single Women
Married Women (and their partners)
Divorced Women
Widowed Women
Business Women
✔️ WHAT I DO FOR MY CLIENTS?
I help professional, accomplished and educated women build their money skills before life throws them a financial curveball. I’ve seen women devastated by divorce, job loss, health crisis and the loss of loved ones. It often leaves them scared and feeling powerless.
I help women go from feeling self-doubt ➔safe➔secure and ultimately in control of their financial destiny.
✔️ HOW I SERVE THEM?
I offer one-on-one advising, and these empowering signature programs:
Financial Confidence Fundamentals™
Money Confident Woman™
✔️ EXPERIENCE
For 25 years, I helped thousands of women from Hawaii to Virginia to build their money skills so that they feel MORE:
✔ CONFIDENT
✔ PEACEFUL
✔ IN CONTROL OF THEIR MONEY
🔎 WHY FOCUS ON WOMEN?
★ 80-90% of women will be solely responsible for their finances at some point in their lives - The National Center for Women and Retirement Research
★ fewer than 2 in 10 women feel ‘very prepared’ to make wise financial decisions
The second statistic FRUSTRATES me. If women aren’t feeling confident making financial decisions, it can keep them from taking any action.
Ready to take action? Reach out.
Education
California State University - East Bay Criminal Justice | University of California, Berkeley
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Divorce
- Single Women
- Women in Transition
- Women Professionals
- Women’s Finance
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