Overview

Fit Financial Consulting LLC is set up as a RIA in order to retain independence and objectivity while minimizing costs to myself as an owner and to my clients. I further enhance cost savings by managing assets myself through the use of ETFs (only two mutual funds). I also manage one stock portfolio geared towards value and dividends. I feel I have gained the knowledge necessary to manage assets in house through the experience of managing my own accounts since I was 16 and insights gained through my studies as an MBA graduate (finance emphasis) and as a CFA designation holder. I am incredibly analytical and enjoy analyzing investment options and optimizing portfolios. What’s more, I love having the opportunity to help clients set and achieve their financial goals the same way I have been able to achieve mine.
I am participating in the Succession Link market place because I am looking to purchase a business or form a succession relationship. Although I have been in the finance field for over eleven years full time, and three years part time, my practice is still relatively new and I would like to use the assets I have set aside, as well as financing available to me, towards an acquisition in order to spur more rapid growth.

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2 weeks

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