$15MM AUM | $128,000 GDC in Westmont, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Westmont, IL, US
Listing Type
Merge
Fee 0% Commission 100%
Gross Revenue
$128,000.00
# of Accounts
100
Avg Client Age
55
Overview

My efforts focus on holistic Financial Planning and the provision of Financial Coaching services- specifically to women. I am a public speaker and conduct workshops and programs to help people identify money behaviors that keep them from doing what is in their best interests with their money. I also teach the basics of Financial Planning. I am fee based.

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