Advise selected families to manage their financial health.
Certified Financial Planner, Registered investment Adviser, Institutional broker with Charles Schwab, specialize in retirement income planning, building and preserving wealth without any conflict of interest. Create and manage investment portfolios utilizing exchange traded funds on fee basis to avoid any conflict of interest.
Keywords: Certified Financial Planner, Resisted investment Adviser
Interview Q&A
How long have you been in business?
Eighteen Years
What is your primary product or service?
Financial Services
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Educational background - MBA in Finance and Marketing - Certified Financial planner
How do you differentiate yourself from other businesses in your category and area?
Comprehensive Financial Planning services without any conflict of interest.
How many locations do you have and do you have plans to expand?
One location and do not plan to expand
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