I am a licensed financial advisor, holding a Series 7 and Series 66 license. Also I am a Certified Public Accountant (CPA) and Accredited Asset Management Specialist (AAMS). These credentials demonstrates my knowledge and expertise in financial and investing matters.
I firmly believe that everyone should have access to sound financial information regardless of financial means. As a licensed financial advisor, I am grateful for the opportunity to partner with individuals creating and implementing strategies that work toward specific goals that we set together. Whether it's getting out of debt, planning for retirement, saving for your children or grandchildren education or just trying to help protect the financial future of the ones that we care for the most. We take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include Estate Planning Attorneys and as well as other CPAs.
During our initial visit, I will ask questions much like when you go to the doctor; he or she will ask questions to make sure they understand your concerns to provide a proper diagnosis. I listen to the answers and clarify them so that I can truly understand your needs and subsequent goals.
Together we will discuss your experience with investing and comfort level with risk by using a Risk Tolerance Questionnaire. This will help me to understand which strategy to be use in meeting your goals.
I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.