Clarity. Confidence. Connection.

Where's Your Money?

Keynote Speaker

Reclaiming Life

Nicholas Calvin Souza


Cheri' Ann



Twenty five years ago I thought my life was over. I fought my way back to the sunshine after the devastating storm of losing my family. On my journey from grief to reclaiming life, I found meaning in serving others and guiding women on their paths to empowerment.

My daily drive comes from honoring my kids, Nicholas and Cheri.

Please read more about my story here in 110magazine:

Inspiring Change

My purpose in life is to help women empower themselves, by inspiring, motivating and walking by their side.
I have a passion for helping women with their money and for speaking out about causes that are dear to my heart.
Throughout my life, I have been widowed, divorced, and happily married. After unimaginable loss, I am blessed to be the mother of two wonderful, now adult children. 
I have experienced deep grief, found my resilience, and discovered purpose in life, being in service to other women. I've been through it all.
My personal experiences and my professional life as a wealth advisor cannot help but merge:
  •  As a volunteer grief counselor, I have developed several women's groups devoted to helping survivors of domestic violence heal and find their resilience.
  • As a public speaker, I can move your audience and inspire them to transform their lives, with grace.
  • Through my coaching practice, I have helped scores of women resolve deep-seated emotional issues surrounding money, and move from scarcity to abundance.
  • As a wealth planner, I can help you find peace of mind as you plan for your future. 
I am here to help.
Jennifer Jost, President of the San Ramon Valley Soroptimist Society--a female entrepreneur who gives back.

Get in Touch

  • Facebook - White Circle
  • LinkedIn - White Circle

3150 Crow Canyon Place
Suite 200
San Ramon, CA 94583

(925) 277-2681

© 2023 by all rights reserved.

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC), a registered Broker/Dealer, Member FINRA/SIPC, and a Registered Investment Advisor. AIC and Diamond Life Planning, David White and Associates are not affiliated.  Additional products and services may be available through Jennifer Jost, or Diamond Life Planning, David White and Associates and Jennifer Jost that are not offered through AIC.  Securities products are limited to residents of states where associates are registered.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Investment Advisor Representative. Read it carefully before you invest or send money. A Representative from Diamond Life Planning, David White and Associates will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your circumstances.

Web Design by Moonchaser Creative