As your financial advisor, my goal is to provide you with the best financial advice I can. This advice is drawn from 35 years of industry experience, thousands of hours of learning, and earning and maintaining CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management SpecialistSMcertifications .
As a client you can look for: leadership and direction, relationship, creativity, and simplicity.
I look forward to the work we will do together to plan for your financial goals. Feel free to contact me at 877.907.8625 or firstname.lastname@example.org with any questions you may have.