FINANCIAL ADVISOR
Planning for your financial success
Everything you need for your finances
Learn more about my services
Investment Management
is the professional asset management of various securities (shares, bonds and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors.
Financial Planning
is the task of determining how a business will afford to achieve its strategic goals and objectives. Usually, a company creates a Financial Planimmediately after the vision and objectives have been set.
Testimonials
Read what my customers have to say
MARISSA
Manager / Company
"assess the financial needs of individuals and help them with investments (such as stocks and bonds), tax laws, and insurance decisions. They help clients plan for short-term and long-term goals, such as education expenses and retirement. They recommend investments to match the clients' goals."
LYDIA
Marketing / Company
work with clients to develop individualized financial plans for savings, retirement, investments and insurance. They spend much of their time marketing their business and recruiting new clients. Many become both certified infinancial planning and licensed to sell financial products.