5 years experience as investment broker, also a certified management accountant (CMA).  Currently advise clients on planning their investments from home. I specialize in equities and no-load mutual funds for proper asset allocation. Am only doing this part-time as I am getting over health problems but am not ready to go back to work full time. Have 5 years experience as investment advisor with Shearson Lehman Brothers and Olde financial. Also have an MBA from a top 50 school (University at Buffalo) and am a certified management accountant (CMA) and a certified financial manager (CFM). Can do equity and mutual fund analysis and capital budgeting (NPV and IRR).