As a financial advisor, I work with clients to help them manage their assets and devise comprehensive financial plans. I believe financial advice should be customized to your unique objectives, financial situation and risk tolerance. I seek to understand my clients unique situation so I can deliver ...
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As a financial advisor, I work with clients to help them manage their assets and devise comprehensive financial plans. I believe financial advice should be customized to your unique objectives, financial situation and risk tolerance. I seek to understand my clients unique situation so I can deliver the best advice tailored to their needs.
I believe advisors should be fiduciaries and deliver objectivity and choice to their clients. Serving as the Chief Investment Officer for FC Wealth Solutions, I leverage my previous 15 year career as an institutional portfolio manager to provide real-time investment experience and unique insight for my clients. I have a deep passion for identifying macro trends and investment opportunities in an evolving and ever-changing landscape.
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