AFIEA

AFIEA is formerly known as Alpha Financial Institute and ISIR which have been conducting Financial & Technology research and consulting since 1996. Since then, I have followed my passion for being at the forefront of financial innovation. My unique technology background and financial services industry experience are fulfilling my dream to improve financial services for better serving investors. Over the recent years, I have fortunately gained in-depth experience by working with technology providers, RIAs, and financial firms to research, evaluate, analyze, select, integrate, and implement new and disruptive financial technology solutions... With the financial services industry eliminating trading commissions, I am also committed to providing investor education free for all. AFIEA is the proud sponsor of Alpha Financial Institute (AlphaFinancial.org), Sustainable Investing Research (ESGstandard.com), Investor Behavior and Sentiment Research (IBMetrics.com), Intelligent Model Portfolios..

Primary location: Palos Verdes Estates United States