Overview

I am a CFP running a financial planning practice, I have 2 main expertise retirement planning and advising families who have children with special needs. I am aggressively looking to grow my business from organic client marketing as well as advisor successions. I successfully transitioned a practice in 2015, 2018 and 2019. I enjoy being part of an advisor's succession plan - getting to know their way of thought and clients...
I believe I understanding my clients and their goals to help them create a strategy for them. I also think it is my duty to continue furthering my knowledge to support those clients... In addition to my CFP, I have recently completed my Masters in Financial Planning, I also am Chartered Special Needs Consultant, Accredited Portfolio Management Advisor and Chartered Retirement Planning Counselor.

Market
Advisor/RIA
Last Activity
within 2 months

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