You're the CEO of your life, let me be the CFO and guide you towards financial success!
Finance and Economics grad with 12+ years of professional experience in the investment management, project management, retail management, and restaurant management fields. Previous small business owner and current Financial Advisor providing years of financial, investment, and business experience and knowledge for your success. I provide comprehensive personal and business financial planning from A to Z. Set up a virtual meeting today and let me guide you towards building the greatest version of your financial life!
Work Terms
I charge the minimum $5 for first meeting. I am not looking to make money off of meeting fees. I want to build lifelong business relationships built on trust and expertise. The first meeting gets you 45 minute overview of my philosophy, process, pricing, team structure, as well as Q&A.