Choosing a financial planner is a very important decision. Not all advisors are built the same from the neck up. Having an experienced planner will allow you to do more given the complexity of today’s financial system. I have extensive experience in advising both individuals and businesses. In order to provide the most educated advice to my clients I have attained the following educational credentials. Each designation requires ongoing continuing education.
I offer a no obligation / free consultation to discuss with you the areas of your personal or business needs. Take advantage of this opportunity to have an unbiased evaluation at no cost.
If you would like research the integrity of a financial planner, there are a few ways to do that: