CERTIFIED FINANCIAL PLANNER® with 7+ years of experience managing high-net-worth client relationships. Expertise in delivering strategic financial analysis, fostering strong client relations, and guiding individuals, families, and businesses through comprehensive and complex financial planning ...more

CERTIFIED FINANCIAL PLANNER® with 7+ years of experience managing high-net-worth client relationships. Expertise in delivering strategic financial analysis, fostering strong client relations, and guiding individuals, families, and businesses through comprehensive and complex financial planning objectives to achieve their goals.less