What does financial success look like to you?
For me, financial success means not having to worry about day-to-day expenses, or unexpected costs such as potential healthcare costs or home renovations. I also envision more travel in the future. It would be great to be able to travel more and explore different parts of the world without breaking the bank! I would also like to have enough financial security and success so our daughter can benefit from it long after we’re gone.
What is your favorite part about your role?
My favorite part about my role is being involved with the process of creating marketing materials, and using them to interact with our clients, whether it’s for an event, or newsletters where we tell them a bit more about our families and lives outside the office.
What is your favorite movie? Favorite actor or actress?
Grease and Pulp Fiction. I will watch any movie Brad Pitt is in.
Where is your favorite travel destination?
Italy and Spain! The history, food, culture, it’s all amazing.
Bio
Burcu Kalaycioglu joined the Oakwood Wealth Partners team in May 2016. Previously, Burcu spent 10 years working for advertising and marketing agencies as a project manager, handling TV, print campaigns and collateral materials for clients. She graduated from University of Florida with a Master of Arts degree in Mass Communications. She currently provides marketing support and workshop planning for the company.
Burcu lives in Aliso Viejo with her husband Alp, their daughter Yaz, and Lucky, their amazing dog. Burcu and her family like to spend their time watching Yaz’s tennis matches, bike riding, hiking, and traveling together.