More than 18 years professional investment management experience. I hold a Master of Science degree in Personal Financial Planning. I also hold the CIMA designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations.
As a CERTIFIED ...
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More than 18 years professional investment management experience. I hold a Master of Science degree in Personal Financial Planning. I also hold the CIMA designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations.
As a CERTIFIED FINANCIAL PLANNER™ professional, I apply my investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. I believe in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline.
Compensation can be designed to what works best for you on a fee-basis (as a percentage of the assets being managed), on a commission-based basis (the amount will be disclosed in advance), or on an hourly-rate charge if you just want guidance or advice on your assets held elsewhere or financial situation.
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