Investment professional with over 20 years of experience in the financial services industry, and a CFA charterholder since 2001. Demonstrated expertise in financial planning, economic / market analysis, portfolio construction, and creating customized financial solutions for HNW ...more

Investment professional with over 20 years of experience in the financial services industry, and a CFA charterholder since 2001. Demonstrated expertise in financial planning, economic / market analysis, portfolio construction, and creating customized financial solutions for HNW clients. Important Disclosure Avidian Wealth Solutions (“AWS”) is a registered investment advisor, and I am an active firm member of AWS (referred to jointly as “We”). This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. We do not provide compensation for “testimonies,” “likes,” or “endorsements” found on this social media platform. Third-party rankings or rating of AWS or any team member will disclose the parameters that were used in the consideration directly under the ranking/rating or via a hyperlink. The opinions expressed herein are those of the author and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of AWS, and are only for general informational purposes as of the date indicated. We believe that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated.less