Whether you are experienced in the world of financial matters or are just starting to build your portfolio, I can help you every step of the way...
Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, I educate each client to the degree that they want to be educated in terms of why I recommend what I recommend. This strengthens our working relationship...
FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.